Market Update Questions with Brandon Miller
by Brandon Miller on Mar 13, 2020
We realize that many clients have tax questions and other concerns about how your investments are faring in the wildly swinging stock market. So…Brio held a conference call where Brandon Miller took questions and help allay concerns about how the growing pandemic is impacting client investments. We want our clients to be as comfortable as possible with Brio and how we are acting on their behalf in these uncertain times.
This video is for general informational purposes and all opinions expressed therein constitute the judgment of the presenter(s) as of the date of the recording. These opinions are subject to change without notice and are not intended to provide specific advice or recommendations for any individual situation or on any specific security. The material has been gathered from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Brio does not provide tax or legal advice, and nothing contained in these materials should be taken as such. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital and past performance does not guarantee future returns; please seek advice from a licensed professional. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio unless a client service agreement is in place.