Quarter 2 2017 Update and Discussion

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Traphagen Wealth Radio

Business


This podcast features Eric Mancini, CFP, CAIA, Traphagen's director of investment research and Tiera Mulligan, client liaison This is a discussion of the following: 1. Market and asset class returns during the second quarter of 2017 2. Overview of major themes that impacted markets in the period 3. Review of changes to the portfolio we made in June/July 2017 4. Brief outlook for late 2017/early 2018