30. What are Stocks and Bonds?
Plan. Grow. Prosper
English - January 11, 2023 11:00 - 19 minutes - 29.5 MB - ★★★★★ - 3 ratingsInvesting Business Entrepreneurship cfp esg equities financial investing money retirement finance stocks Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: 29. Commercial Real Estate in a Rising Interest Rate Environment
Next Episode: 31. The Concept of Asset Allocation
How should various asset classes - stocks, bonds, ETFs, and mutual funds - fit into your overall portfolio and goals? Part of our job here at Evergreen Wealth Solutions to is help educate our clients on these and other investment forms. Michael Kolb, CFP®, a founding member of Evergreen Wealth Solutions, is our guest for this topic.
If you have questions about your investments, we'd love to hear from you! Email [email protected] with your questions.