Apr 9, 2021
Before you can determine an investment strategy, you have to understand your risk profile. How comfortable are you with volatility or would you prefer a more conservative approach? Unfortunately, many people just don’t realize how much risk they’re taking on inside their portfolio so that’s what we want to help you get a better grasp on today.
What we discuss on this episode:
0:46 – What guidance would you give Warren Buffet for his $100 billion?
2:37 – What percentage of clients are comfortable with risk?
3:57 – Balancing a couple that sees risk differently
5:50 – How often does a portfolio line up with risk tolerance?
8:38 – Reducing risk without reducing opportunities for growth
10:36 – Risk analysis we provide