In this quarterly update, Ben Kemp from Burke Britton Financial Partners and Jonathan Tolub, Investment Director at InvestSense, unpack the latest insights from their Investment Committee meeting. Together, they explore market developments, portfolio adjustments, and the broader economic landscape.
This episode highlights:
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Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.