1. Introduction (0:09)
2. Market Summary and Commentary (0:53)
3. EWA Portfolio Adjustments and Philosophy (1:43)
4. EWA Live Look at Portfolio (4:45)
5. Election Year Market Volatility (9:17)
6. Wrap Up and Summary (11:15)
In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.
EWA, LLC dba Equilibrium Wealth Advisors, is an SEC-registered investment advisory firm providing investment advisory and financial planning services to clients.
Investments in securities and insurance products are not insured by any state or federal agency.
To view EWA’s public disclosure, registration, Form ADV and Part 2B’s, click here.
To view EWA’s Client Relationship Summary (CRS), click here.
