Episode 24 - Investing Through the Fog

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Your Dollars, Our Sense

Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors

38 episodes

16 hours ago

From Beacon Pointe Advisors comes Dollars & Sense, a really great podcast about money! Join co-hosts and CERTIFIED FINANCIAL PLANNERS™, Coby Cress and Karen Reifel, who help listeners navigate various life moments and major life events... through the lens of personal finance. Content is for informational purposes only and should not be considered as investment, legal or tax advice.

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All content for Your Dollars, Our Sense is the property of Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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Episode 24 - Investing Through the Fog

Your Dollars, Our Sense

43 minutes 35 seconds

2 years ago

Episode 24 - Investing Through the Fog

In this episode of 'Dollars & Sense', co-hosts Coby Cress, CFP® and Karen Reifel, CFP® record live from the Beacon Pointe Advisor Summit in Laguna Beach, California. They recap investment opportunities as shared by industry leaders at the annual conference, and also speak to the role passion plays in financial guidance.

Episode Links:

Learn more about our DAF:

https://youtu.be/TkqPWsbjduE

Learn more about Portfolio Diversification: https://beaconpointe.com/diversification-dont-put-all-your-eggs-in-one-basket/