Talking with Sam Harris from Patina Wealth. Patina Wealth is an independent Registered Investment Advisor with offices in Charlottesville, VA and Richmond, VA. They work with each individual client to build a portfolio that meets their specific needs.
More at: https://patinawealth.com/
It is important to find a fiduciary advisor if you are going to have someone else manage your money.
We discussed:
-Review of the market in 2019
-The importance of diversification and the benefits of a passive portfolio.
-Superbowl 54 predictions!
If you haven't already please subscribe to the podcast.
Hope you enjoy! -Brad
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Email: bradrykalbrief@gmail.com
Twitter: @bradrykal
If you like the show - subscribe, leave a review or tell a friend.
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Email: bradrykalbrief@gmail.com
Twitter: @bradrykal
Blog: https://bradrykal.blogspot.com/
If you like the show - subscribe, leave a review or tell a friend.
