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September 28, 2021 22 mins

In today’s episode we touch on various topics as a continued introduction to what we do. We’ll discuss the following:

At what life stage does one hire an advisor

Budgeting for investing

A primer on mutual funds and Exchange Traded Funds (ETFs)

Active management and portfolios of individual stocks

Intro to the Hodges Private Client program

What a client can expect from us

Mark as Played

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