SPY

591.25

-2.95

(-0.50%)

DIA

423.74

-2.81

(-0.66%)

IWM

208.42

-1.43

(-0.69%)

QQQ

520.52

-0.99

(-0.19%)

GOLD

17.41

-0.42

(-2.41%)

AAPL

212.36

1.10

(0.52%)

Creating Meaningful Financial Dialogues with Clients

 

Advisorpedia talked with Heather Holmes, Chief Evangelist Officer at Lumiant, live at the 2023 MMI Annual Conference in Austin, Texas.

Resources: Money Management Institute | Lumiant