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Tag: Portfolio Diversification ()

065: Top Issues Affecting America’s Economic Recovery

Patti and her Chief Investment Officer, Brad Everett, focus on three specific areas that will be instrumental in determining our nation’s economic recovery.

Posted 02/26/2021 03:00 AM

064: Liz Young from BNY Mellon joins Patti. 2021-The Next 900 Days

In part two of a two-part series with Liz Young, CFA and Director of Market Strategy at BNY Mellon Investment Management, Patti questions what the next 900 days look like for the markets – both nationally and globally.

Posted 02/12/2021 03:00 AM

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 03:00 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 03:00 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 03:00 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 03:00 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 03:00 AM