Sept. 28, 2020
Client Conversations for the Back End of 2020
with Jason Lilly of Cape Cod Five Wealth Management
In this episode, we discuss some of the challenging questions clients are asking & some possible responses. Jason Lilly, CFA, CFP, the Senior Vice President and Chief Wealth Management Services Officer for Cape Cod Five Wealth Management joins host Chris Boyd to discuss questions about the Economy, Markets, Valuations, impact of COVID, & Impact of the Elections.
