Dollars & Sense with a couple of gents

12 Days of Investing

December 21, 2021 Ellis Financial Group
Dollars & Sense with a couple of gents
12 Days of Investing
Show Notes

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.