After markets closed today, TriDelta Financial did an investment conference call to outline what we were doing heading into
2020, what signs we are looking for today to reinvest some funds, and what we might be investing in.
You will hear from:
Ted Rechtshaffen, MBA, CIM, CFP, President and CEO
Cameron Winser, CFA, Senior VP, Head of Equities
Paul Simon, CFA, VP, Head of Fixed Income
We hope that the call will give you a little comfort during a very uncomfortable time.
If you have questions about your personal situation, please don’t hesitate to contact your Wealth Advisor.
Thank you,
TriDelta Financial