BayView Views - Portfolio Factors скачать в хорошем качестве

BayView Views - Portfolio Factors

Mark Dutram gives an update on how the core investing factors — equity, size, value, and profitability — are performing in today’s market, and what that means for your portfolio. BayView Private Wealth is a boutique Financial Planning firm located in Destin, Florida that provides personalized and comprehensive wealth management, investment management, and ongoing guidance to help clients reach their financial goals. The firm also offers financial planning, retirement planning, estate planning, and tax planning to families, retirees, widow/widowers, entrepreneurs, veterans, and privately held businesses based on their unique needs. BayView Private Wealth 1234 Airport Rd., Suite 121 Destin, FL 32541 (850) 990-0618 bayviewwealth.com Team@bayviewwealth.com Full Disclosure: Nothing on this YouTube video should be considered advice, research, or an invitation to buy or sell securities. For a full disclaimer, please refer to the terms and conditions in our firm brochure. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. BayView Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.