Philotimo Wealth Management

Coming in 2022, our video podcast, titled “Bantering Bosses”, will be released. We will be choosing a range of topics, (finance, sports, tv/movies, books, etc.) to be informally discussed by Jerry and CJ each episode. You will see that we often have differing opinions on subjects, but we agree our client’s best interest is always #1. Jerry and CJ are both CERTIFIED FINANCIAL PLANNER® professionals. Being from different generations, with different backgrounds and experiences leads to interesting banter. New events are happening every second and the markets are changing. We want to take advantage of the video podcast medium to share our thoughts directly to our clients and followers, so they know what we think about the latest world events and news.

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This article was prepared by CJ Stevens and Jerry Kallitsis who are both mutual fund representatives with Investia Financial Services Inc. This is not an official publication of Investia Financial Services Inc. The views expressed in this article are those of the author alone, and are not necessarily those of Investia Financial Services Inc. The content is for informational purposes only, you should not construe any such information as legal, tax, investment, financial or other advice. All content on this site is information of a general nature and does not address the circumstances of any particular individual or entity.