In today’s episode we touch on various topics as a continued introduction to what we do. We’ll discuss the following:
At what life stage does one hire an advisor
Budgeting for investing
A primer on mutual funds and Exchange Traded Funds (ETFs)
Active management and portfolios of individual stocks
Intro to the Hodges Private Client program
What a client can expect from us
In today’s episode we touch on various topics as a continued introduction to what we do. We’ll discuss the following:
At what life stage does one hire an advisor
Budgeting for investing
A primer on mutual funds and Exchange Traded Funds (ETFs)
Active management and portfolios of individual stocks
Intro to the Hodges Private Client program
What a client can expect from us