Host Jeremy Schwartz talks to three investment managers about their current strategies in this sometimes volatile market, as well as how they are managing withdrawal rates for clients that are retiring. Should you be moving some money into bonds? And what is a better bet right now—large cap stocks or small caps? Tune in
Guests:
Preston McSwain – Fiduciary Wealth Partners
Adam Butler – CIO of Resolve Asset Management
Andrew Miller – CIO of Miller Financial Management
Behind the Markets Podcast