Videos, podcasts, news updates and more. You’ll find we like to keep our clients and friends informed about what’s happening in the world and how it may impact the markets, financial plans and portfolios. There is a lot of excellent information here, but if you have a question that isn’t answered here or via our FAQ page, just drop a line or give us a call. Someone will be happy to assist.
Video - July 20, 2020
Do you have a collection of investments or do you have a portfolio? If you’re unclear about the difference, Colin & Josh clear it up for you in this short video.
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