Do any of these financial question marks apply to you?

Interview Series: Top 5 Questions from our Clients

Interview Series: Top 5 Questions from our Clients

In this interview, our CEO Larry Hood and CIO Jim Ayres talk about the top 5 questions that clients are asking them during these strange and different times.

Questions from us include:

  • How to evaluate risk inside a portfolio?

  • What is our firm's investment outlook for 2021?

  • What are our views on real estate right now in general, and what would we recommend to people looking to buy or sell?

  • What advice do we give to people looking to retire or sell a business?

  • How will the new administration impact taxes?

  • What is the worst investment of 2021? Watch the interview to find out!

This video presentation may discuss certain investment products and/or securities and is being provided for informational purposes only, and should not be considered, and is not, investment, financial planning, tax or legal advice; nor is it a recommendation to buy or sell any securities. Investing in securities involves varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular client’s financial situation or risk tolerance. Past performance is not a guarantee of future returns. Individual performance results will vary.

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