The Income Watch
Tune in to this 8-minute video where Dave discusses market movement, including a tech selloff, rising interest rates, ongoing geopolitical concerns, continuing economic growth, and the performance of the portfolios in July.
Tune in to this 15-minute video, where Dave gives a deep dive on the performance of the portfolios (including bonds, preferreds, ETFs, BDCs, and REITs) in July, including the effects of interest rate movement, a couple of recent adjustments to the BDCs sub-category, and implementing a better, more diversified bond strategy.
Tune in to this 15-minute video, where Dave thoroughly explains how CSAs can conduct effective client reviews and walks through the 8 steps of the process.