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Description

We are excited to share our first quarter recap for 2023, as well as thoughts looking forward on Q2, 2023 to keep you informed and updated on our investment portfolio with EWA. If you an EWA client, your Q1 investment report has been uploaded to your ⁠eMoney vault⁠. 

The Quarter 1 video will address 6 central topics:

1. Firm Initiatives (.40)


2. Recap of Quarter 1, 2023 (4.41)


3. 2023, Quarter 2 Projections (10:02)


4. FAQ's From Clients (18:26)


5. EWA Portfolio (24:50)


6. Meet Jordan Fediaczko (32:19)

Find us on You Tube for Additional Content 

⁠https://www.youtube.com/@FIN-LYTbyEWA/featured⁠

Connect with EWA

⁠⁠https://ewa-llc.com/⁠⁠

Follow Us on Social Media

⁠⁠https://www.instagram.com/ewa.llc/⁠⁠

⁠⁠https://www.linkedin.com/company/equilibrium-wealth-advisors/

⁠⁠https://www.facebook.com/EquilibriumWealthAdvisors/⁠⁠

View EWA Disclosures and Firm ADV:

https://adviserinfo.sec.gov/firm/summary/308977

Questions about this podcast? Emails us at:

info@ewa-llc.com