Financial Strategies for HOA’s

Financial Strategies for HOA’s

Show notes

🎙️ SPECIAL EPISODE ALERT: OUR 150th EPISODE! 🎉

Join us for a milestone conversation with Jessica McConnell and Mark Thatcher of HOA Invest. Whether you're a seasoned manager or new to the field, this episode will enhance your financial knowledge.

Don't miss this special episode filled with valuable insights!

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Capital CS Group, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Capital CS Group, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Capital CS Group, LLC unless a client service agreement is in place.

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Guests

Kara Foley

Kara Foley

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Mike Perlof

Mike Perlof

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