This is a special edition of The Fiscal Feminist featuring a robust discussion with David Bahnsen, Managing Partner and Chief Investment Officer of The Bahnsen Group, and Kimberlee Davis, addressing the nuances of the financial advisory landscape, what approach to portfolio construction a new investor should take, and investment strategy and resources for women to consider when planning their financial strategy. It is a blended Dividend Café/Fiscal Feminist addition which must not be missed!
Dividend Cafe – Fiscal Feminist Video
Kimberlee Davis, J.D., CDFA® is a Partner and Managing Director in The Bahnsen Group, a wealth management practice with offices in Newport Beach, California and New York City.