Sitting in with Joe Cucchiara are Adam Gelhausen and Scott Yang, Senior Portfolio Manager and Senior Wealth Advisors from Silicon Valley Wealth Advisors. After getting to know a bit about our guests Joe find out about the different types of financial planning strategies Silicon Valley Wealth Advisors offers as well as what makes their strategies unique. Also discussed today:
- Designing a structured portfolio
- The emotional side of transactions and not making reactive decisions
- Day trading
- International vs. domestic investing
- Oil and its effect on the economy
- Future changes in investing
Be sure to listen in between 3-4pm PST on AM 1220 KDOW. To learn more about all our hosts and how to contact them, simply visit www.reradiolive.com.