This is an exciting time of the year as our investment committee dives deep into all the portfolio particulars and then surfaces with a plethora of content to share with our clients as well as some actionable portfolio items.
Today's Post - https://bahnsen.co/46UIS4q
Today David Bahnsen is on day two of the annual TBG Money Manager Due Diligence trip in New York. This is an exciting time of the year as our investment committee dives deep into all the portfolio particulars and then surfaces with a plethora of content to share with our clients as well as some actionable portfolio items. I believe this is year 18 of this trip and something that I know (1) David greatly enjoys and (2) has a meaningful impact on how we manage capital for our clients.
Thank you, David, and we look forward to welcoming you back for the Dividend Cafe on Friday.
With that said, I, Trevor Cummings, will take the reigns today and walk you through the latest market happenings.
Links mentioned in this episode: TheDCToday.com DividendCafe.com TheBahnsenGroup.com
Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
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