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Wealth Health Radio - 2008-12-06 - Risk and Investments PDF Print E-mail
Written by John D. Buerger, CFP®   
Saturday, 06 December 2008 02:00

Wealth Health Radio

Check out the Wealth Coach on the Radio!  This file will remain public for one week.  Older shows can be downloaded by all registered users.  Register today to unlock all the resources in this website.   Registration is free and takes less than one minute.

12-06-2008 - Re-Assessing Risks In Investment Portfolios

Because of the topsy-turvy markets the past few months, you may have found yourself looking at losses that you aren't so sure you are ready or willing to accept.  Investment Advisors (at least the qualified ones) have a process to help define your tolerance for risk and match a portfolio that is appropriate. 

Unfortunately, we are learning that these Risk Profile Assessments have serious room for improvement - mainly because they ask you (the investor) to answer questions that you are not really qualified to answer.  There is a solution, though.  Find out more about portfolio construction and ways to manage risk that most stock brokers and investment salespeople don't want you to know.

This is a must-listen program for anyone with more than $25,000 in investable assets.

Introduction - A Simple Tip for EVERYONE Regarding Taking Action
Want a Copy - Right Click and "Save Target As.." Download Part A or just use our player =>

Asset Allocation Basics - The 8-Box Allocation Strategy
Click on the link to get a copy of The 8-Box Asset Allocation Graphic
Want a Copy - Right Click and "Save Target As.." Download Part B or just use our player =>

Portfolio Optimization - Get The Same Expected Returns, But With Less Risk
Want a Copy - Right Click and "Save Target As.." Download Part C or just use our player =>

Risk Re-Assessment - New Ways to Define Tolerance For Risk
Want a Copy - Right Click and "Save Target As.." Download Part D or just use our player =>

Call: Marcos - A Great Debt Renegotiation Story
Want a Copy - Right Click and "Save Target As.." Download Part E or just use our player =>

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Last Updated on Sunday, 07 December 2008 11:07