• #192 How FourStar and Clear Stream Individualize Client Portfolio w/ Chuck Brokop, President, Clear Stream Advisors, Inc

  • Jun 17 2024
  • Duración: 31 m
  • Podcast

#192 How FourStar and Clear Stream Individualize Client Portfolio w/ Chuck Brokop, President, Clear Stream Advisors, Inc  Por  arte de portada

#192 How FourStar and Clear Stream Individualize Client Portfolio w/ Chuck Brokop, President, Clear Stream Advisors, Inc

  • Resumen

  • Download the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/

    Chuck Brokop, (https://www.linkedin.com/in/chuckbrokop/) author of "101 Principles to Wealth: Key Financial Secrets for Success in Planning, Investing, Saving & Spending," is the president and founder of Clear Stream Advisors Corporation, a registered investment advisor firm. With over 30 years of investment experience, he developed the proprietary Absolute Return Strategy investment model known as the S.H.A.R.P. Method™.

    In this episode, Chuck and Brian discuss:

    1. The Slow Climb Back for Tech Giants Post-2000 Bubble

    2. How FourStar and Clear Stream Individualize Client Portfolios

    3. Beyond Stocks and Bonds

    4. Trend and Defend

    LinkedIn: https://www.linkedin.com/in/chuckbrokop/

    Website: https://www.clearstreamadvisors.com/lander

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    DISCLAIMER:

    This podcast is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

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