Wealth Management & Financial Planning

Wealth Management & Financial Planning

Do you have any defense in place to protect against a market decline? 1141

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!

Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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