For their last episode of the year, Wealth Advisors Stephen Ellis and Robert Wolfson (aka "The Gents), discuss a couple of year end portfolio planning tips. Perhaps more importantly, they are spreading some holidays cheer in their own special way. They hope you enjoy "12 Days of Investing", a new Christmas carol which is sure to be added to your holiday playlist.
For their last episode of the year, Wealth Advisors Stephen Ellis and Robert Wolfson (aka "The Gents), discuss a couple of year end portfolio planning tips. Perhaps more importantly, they are spreading some holidays cheer in their own special way. They hope you enjoy "12 Days of Investing", a new Christmas carol which is sure to be added to your holiday playlist.