EP:109 - October 2021 Portfolio Review: Emerging Markets, Inflation, Tech, and Social Security

Mind of a Millionaire

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3y ago 29:16

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On the first Tuesday of every month, our investment committee meets to discuss all Denver Wealth Management (DWM) portfolios. We discuss and debate what's working, what's not, and our market outlook. This week, Zachary Bouck, CIMA®, and Austyn Garcia recap:

Zachary's Recent Accomplishments and Future of the Financial Industry [1:17-6:13]
Emerging Markets and the Problem with Modern Portfolio Theory [6:13-13:04]
Rising Rates and the Impact on U.S. Corporations (Specifically Tech/Dapps) [13:04-21:17]
Is E.T. a good movie? [21:17-22:59]
Social Security's 2022 Cost-of-Living-Adjustment (COLA) [22:59-24:56]
Investing in Inflationary Environments [24:56-27:04]

If you have questions regarding your long-term financial plan or investment portfolio, call our office at (303) 261-8016 or request a free consultation. Our team will reach out within 48 business hours to schedule a meeting with a DWM financial advisor.

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