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Hear what at least one advisor wants you to know but never have enough time to explain in meetings. --- How well do you know what you are invested in and how well do you know your financial strategy? The truth is, there is never enough time in meetings to become well educated to participate in a higher end of collaboration with your advisor. This is why I created this podcast. My objective is to create a solid foundation of knowledge for my clients (an anyone else that listens) so that clien ...
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To begin, I’ll share a story with you about the ups and downs of portfolios. I once took on a new client. Six months after we started working together, he was unhappy and he wanted me to switch up what I was doing. Six months later, he was unhappy and we switched things up once again. In another 6 months, he moved half of his accounts to another fi…
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I imagine you have completed the risk tolerance questionnaire. It is related to investing though I’ve had one client say it is like throwing salt over your shoulder. The risk tolerance has a few questions and the client’s choices create a score. This score determines the weight of stocks and bonds this process recommends. I like the risk tolerance …
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In the investment industry, the word risk means there is a potential negative impact on your financial future. The word risk covers a broad spectrum of topics, like currency, market and liquidity risks. Biases like the home country bias are also risks. With so many topics, the word risk encourages worry. When I started working with engineers, I’ve …
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When the investment industry mentions the term ‘balanced portfolio’, many investors interpret it as a low risk approach to investing. Yet, many people don't know what balance they have and whether it's the right balance for them. They trust the balance they receive, and are unsure how to confirm if it is the rightz balance for them. Thus, when the …
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