The 1 Answer That Could Determine Where All Your Money Is Invested

2 ott 2024 · 28 min. 17 sec.
The 1 Answer That Could Determine Where All Your Money Is Invested
Descrizione

"Risk Tolerance" likely makes your eyes flutter and you start to yawn... ...but snag a coffee for a second. Did you know your reported risk tolerance could determine where and...

mostra di più
"Risk Tolerance" likely makes your eyes flutter and you start to yawn... ...but snag a coffee for a second. Did you know your reported risk tolerance could determine where and what investments your entire portfolio goes into? Perk up friend, it's that important. Hosts Dano Weir and Daren Blonski, CFP® sit down with Sonoma Wealth Financial Advisor Shelby Wirick for a first-hand account of how her client's answers about risk tolerance determine what can ultimately happen with their portfolio. Find out right here on this episode of It's All Money. Learn more about Sonoma Wealth here: https://sonomawealthadvisors.com/ _____________________________________________________
This content was produced by Fermata Advisors, LLC, an SEC registered investment advisor, d/b/a Sonoma Wealth Advisors. The opinions expressed by Fermata Advisors, LLC on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
mostra meno
Informazioni
Autore 707 Media
Organizzazione Dano Weir
Sito -
Tag
-

Sembra che non tu non abbia alcun episodio attivo

Sfoglia il catalogo di Spreaker per scoprire nuovi contenuti

Corrente

Copertina del podcast

Sembra che non ci sia nessun episodio nella tua coda

Sfoglia il catalogo di Spreaker per scoprire nuovi contenuti

Successivo

Copertina dell'episodio Copertina dell'episodio

Che silenzio che c’è...

È tempo di scoprire nuovi episodi!

Scopri
La tua Libreria
Cerca