James Market Clarity
A short form podcast discussing the latest financial highlights, market views, and need-to-know info. Find quick market clarity with James Investment.
James Market Clarity
Year-end Portfolio Checkup
November 22, 2021
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Season 1
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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 MemberNeil CraftClient Relationship ManagerNeil Craft is a registered representative of Alps Distributors, Inc.