We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.
Here are this week’s items:
Portfolio Update: Murs and I have recorded our portfolio update for November 6, 2023
The Art of a Risk-Adjusted Portfolio in Retirement
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the art of building a risk-adjusted portfolio. When building a risk-adjusted portfolio, it’s important to identify your personal risk preference and choose the best model to structure your investment portfolio. Listen in to learn the key differences between passive and active investment styles and the benefits of each in helping you reach your goals.
The Art of a Risk-Adjusted Portfolio
We’re excited to talk to you about a conversation that we have with every client surrounding risk. Clients who are further away from retirement often don’t mind taking on more risk with retirement planning. However, when you inch closer to retirement age, you want to do everything you can to secure your retirement, and maybe want to take on less risk.