Consider This Program with Daren Hardesty and Grant Soliven, AIF.
In this segment we will cover:
Many people go into investing with an idea of how much they are going to make, but what happens when there is a drawdown in the market and you don't have a plan to protect yourself? We will discuss diversification, volatility, drawdowns, and more on this episode!
Talking Points:
1. Proper diversification
2. Volatility and drawdowns
3. Expectations from investments (especially as the investment landscapes change)
Resources –
• “Drawdown Protection” Consider This Program with Joe Clark, CFP and Adam Harter, CFA Drawdown Protection – Thttps://yourlifeafterwork.com/drawdown-protection
• “Preparing for Volatility” Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. Preparing For Volatility – Episode 1077 – Thttps://yourlifeafterwork.com/preparing-for-volatility-episode-1077
• “Knowing the differences between Risk and Volatility” article by Joe Clark, CFP Knowing the Differences Between Risk and Volatility – https://yourlifeafterwork.com/knowing-the-differences-between-risk-and-volatility-2
• “How A Portfolio Manager Handles Volatile Markets” article from Andrew Thrasher, CMT How A Portfolio Manager Handles Volatile Markets – https://yourlifeafterwork.com/how-a-portfolio-manager-handles-volatile-markets
Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001
