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We will have candid conversations that will gravitate between the emotional and the rational side of money. From college planning insights, to how Tax Law Changes can affect your portfolio, to what is a robo-advisor, “Between the head and the heart” is will give you a simpler explanation to commonly complicated topics.
Episodes
Friday Dec 21, 2018
The "Market Series" - 2019, the year ahead..
Friday Dec 21, 2018
Friday Dec 21, 2018
For the second episode of the "Market Series", Jordi Mullor is joined once again by Lexington Wealth Management's CEO & Co-Founder Michael Tucci & by Rocaton Investment Advisors' Chief Market Strategist David Morton. During this conversation, we moved the focus to what is ahead of us for 2019.
Trade, volatility, Brexit, and more were all part of the topics Miek and David covered in this animated debate about what next year might bring to the financial markets worldwide.
Please note that recording was done during the first two weeks of December 2018. We hope you find their input insightful and relevant.
Let us know if you have any questions comments! We would love to hear your opinion.
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