Your Inheritance with Peter Bochnewich, Episode 14
In this episode of Your Inheritance, Peter Bochnewich speaks with Guy Kosov, Portfolio Manager at California Wealth Transitions, a fee-based wealth and asset management firm based in San Diego, California. Guy holds a BBA in Finance from Fresno Pacific University and was awarded the prestigious Chartered Financial Analyst designation in 2018. With his deep expertise in managing fixed-income portfolios and a strong commitment to ethics, Guy brings valuable insights into the management of trust and estate assets.
Tune in to the episode to hear about:
* The impact of current market trends and inflation on investment strategies.
* The role of artificial intelligence in transforming the landscape of financial management.
* Strategies for managing trust fund investments effectively in a volatile economic environment.
* Guy's insights on the future of investment management and how technological advancements are shaping decision-making processes.
* Practical advice for trustees on balancing risk and return in their investment portfolios to meet fiduciary responsibilities.
Learn more about Guy Kosov:
* Connect with Guy on LinkedIn: https://www.linkedin.com/in/guy-kosov-cfa-cfp-%C2%AE-2bb05065
* Read Guy’s bio on CWT’s website: https://cawealth.com/guy-kosov
* Call: 858-704-2008
* Email: guy@cawealth.com
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About the Your Inheritance with Peter Bochnewich Podcast: Your rights, your obligations, your responsibilities — this podcast presents insights from experts if you're being sued over an estate or feel you're not getting your share.
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* LinkedIn (Peter): https://www.linkedin.com/company/martin-&-bochnewich/about/
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* Facebook: https://www.facebook.com/BochnewichLawOffices/
* Twitter: https://twitter.com/bochnewichlaw
* Youtube: https://www.youtube.com/@BochnewichLaw/
