EP:088 - September Portfolio Review Meeting; Growth vs. Value Investing

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Mind of a Millionaire

Business


On the first Tuesday of the month, our Investment Committee meets—virtually right now—to discuss each of our portfolios and holdings. Our advisors discuss what working, what isn’t, and what may be working down the road. This week, our focus revolved around growth vs. value funds, fixed-income investments, and the potential long-term impact of the Fed’s fiscal policy.