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Tag: Portfolio Diversification ()

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

046: Covid and Courage - What if I Just Retired?

In this special edition series of the Covid – 19 discussion entitled Covid and Courage, Patti addresses the reality that so many in our nation are experiencing right now. 

Posted 06/05/2020 05:00 AM

022: Risky Behavior

Patti Brennan and her Chief Investment Officer, Brad Everett, reveal three specific examples of what they look for in choosing investments for their clients’ portfolios.

Posted 08/16/2019 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