Investing your money is taking a risk and betting on the future, but how do you know if that risk is worth taking, or if you're getting the right amount of return for the amount of risk you're taking?
In this informative episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, to define risk and help us understand its influence on our portfolios.
Tune in to learn:
The four main types of financial risk
How the industry view risks differently than clients
JWS' strategies to manage risk
Is diversification the best approach?
What is the investment risk pyramid?
How risk and return are two sides of the same coin
Why we recommend always hiring an investment professional
We want your questions! Please send them to [email protected] or [email protected] and we will discuss them in our next episode.
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift