FLY ON THE WALL UPDATE CALLS
CC&L Q1 2024 Market Outlook and Investment Review
Your portfolio managers are constantly analyzing the market to help them make the best investment decisions on your behalf. It’s important for you to feel comfortable with these decisions, so we’d like to offer you the opportunity to better understand the process that portfolio managers use to manage your investment portfolio. We hope that it…
CC&L Q2 2023 Market Outlook and Investment Review
Your portfolio managers are constantly analyzing the market to help them make the best investment decisions on your behalf. It’s important for you to feel comfortable with these decisions, so we’d like to offer you the opportunity to better understand the process that portfolio managers use to manage your investment portfolio. We hope that it…
CC&L Q1 2023 Market Outlook and Investment Review
Your portfolio managers are constantly analyzing the market to help them make the best investment decisions on your behalf. It’s important for you to feel comfortable with these decisions, so we’d like to offer you the opportunity to better understand the process that portfolio managers use to manage your investment portfolio. We hope that it…
CC&L Q4 2022 Market Outlook and Investment Review
Your portfolio managers are constantly analyzing the market to help them make the best investment decisions on your behalf. It’s important for you to feel comfortable with these decisions, so we’d like to offer you the opportunity to better understand the process that portfolio managers use to manage your investment portfolio. We hope that it…
Charles Wilton Portfolio update
In today’s episode, I chat with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. We talk why he bought NIKE. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at one of his professional update…
CC&L Q2 2022 Market Outlook and Investment Review
Your portfolio managers are constantly analyzing the market to help them make the best investment decisions on your behalf. It’s important for you to feel comfortable with these decisions, so we’d like to offer you the opportunity to better understand the process that portfolio managers use to manage your investment portfolio. We hope that it…
CC&L Q1 2022 Market Outlook and Investment Review
Your portfolio managers are constantly analyzing the market to help them make the best investment decisions on your behalf. It’s important for you to feel comfortable with these decisions, so we’d like to offer you the opportunity to better understand the process that portfolio managers use to manage your investment portfolio. We hope that it…
CC&L Q4 2021 Market Outlook and Investment Review
Your portfolio managers are constantly analyzing the market to help them make the best investment decisions on your behalf. It’s important for you to feel comfortable with these decisions, so we’d like to offer you the opportunity to better understand the process that portfolio managers use to manage your investment portfolio. We hope that it…