Broker Check

Dakota Live Podcast - "Planning for the Long-Term with Paul Ried Financial Group"

| December 02, 2023

In this video our Director of Investments / CCO, Adam Jordan, sat down with Drexel University Professor and Dakota Live Podcast host Robert Morier to discuss a wide range of industry topics including the evolving asset management industry, manager selection process and the intricacies of managing client portfolios.


Disclosures: Originally recorded 10/5/2023. The views stated in this piece are not necessarily the opinion of Paul R. Ried Financial Group or Cetera Advisor Networks LLC and should not be construed directly or indirectly as an offer to buy or sell any securities. Due to volatility within the markets, opinions are subject to change without notice. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Past performance does not guarantee future results. Investors cannot invest directly in indexes. The performance of any index is not indicative of the performance of any investment and does not take into account the effects of inflation and the fees and expenses associated with investing. Asset allocation, which is driven by complex mathematical models, cannot eliminate the risk of fluctuating prices and uncertain returns. Mutual Funds and Exchange-Traded Funds are sold only by prospectus. Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained directly from the company or from your financial professional. The prospectus should be read carefully before investing or sending money. The return and principal value of bonds fluctuate with changes in market conditions. If bonds are not held to maturity, they may be worth more or less than their original value. Additional risks are associated with international investing, such as currency fluctuations, political and economic stability, and differences in accounting standards.