Date & Time: January 21st, 2027 – 12:00 pm – 12:45 MST
Event Type: In-Person
Stocks, Bonds & Beyond: How We Think About Building Your Portfolio
Equities. Fixed income. Alternatives. The words get thrown around constantly — but what do they actually mean for your money? Join us for an in-person session where we break down how each asset class works, what drives returns, and how we think about building allocations that are intentional, not accidental.
