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Investment Strategies for High Risk Environments (9/23/2023)
Manage episode 377784648 series 3083349
コンテンツは Alec Kelso and The Real Money Pros によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Alec Kelso and The Real Money Pros またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In a volatile market (like the one we are currently experiencing), your investment strategy needs to take a different approach. We need to understand the impacts of investing amidst high market risk and rising interest rates. Alan and Brian start the show by discussing some of the investment opportunities that may be available in this risky environment. Is it time to reintegrate bonds into your portfolio? They explain the distinctions between bonds and bond funds, and in what situations you may want to consider them. They also address how to balance growth and income needs when faced with a less-than-ideal market, and explore how annuities can sometimes be beneficial.
Hosts:
Alan Holman, CFP®, Wealth Advisor
Brian Wiley, Financial Advisor
The Real Money Pros
https://www.therealmoneypros.com
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SPONSORS:
Academy Mortgage:
https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor
Lively (HSAs and FSAs)
Ataraxis PEO
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Advisor Insurance Solutions:
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