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Podcast: Digging In
Episode: The Importance of Dynamic Account Management with Andrew Lee - Digging In
Description: Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.This week we sit down with the Trading Advisor, Andrew Lee to understand what goes into active and dynamic account management in regards to trading and investments. Andrew explains: - What does trading mean in the financial world?- How often are accounts reviewed/changes made?- How are decisions made on where to invest with my portfolio?If you would like to sit down with an...