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Tag: Asset Allocation ()

052: Asset Allocation Strategies That Work!

Patti continues her conversation with one of Key Financials’ Portfolio Managers, Sam Baez, and they discuss asset allocations that work best for their clients.

Posted 08/28/2020 05:00 AM

051: The COVID Economy and The COVID Market - Not the Same!

In today’s episode, Patti dissects the difference between the markets and the economies with her Chief Investment Officer, Brad Everett.

Posted 08/14/2020 05:00 AM

007: Market Crisis and Portfolio Recovery Rates

Patti will leave the listener with three actionable steps to implement during a market drawdown period to help aid in quicker portfolio recovery.

Posted 03/01/2019 05:00 AM

005: Economic Outlook for 2019

Is America headed for a recession or is this economic expansion part of the typical business cycle?

Posted 02/01/2019 05:00 AM