James Market Clarity
Year-end Portfolio Checkup
Nov 22, 2021
Season 1
Episode 22
The end of the year is approaching and the timing feels better now than ever to evaluate your overall savings and portfolio, and determine if you can increase what you are putting away for retirement. Join us as we discuss further and touch on important aspects to consider.
Moustapha Mounah, CFA, ERPAssistant Portfolio Manager & Research Analyst, Investment Committee Member
Neil CraftClient Relationship ManagerNeil Craft is a registered representative of Alps Distributors, Inc.