Common Investment Risks with Michael P. Smith (Ep.12)

Can investments be both growth-oriented and risk-averse?

In the latest episode of Unleash Your Retirement, David Koren is joined once again by Michael P. Smith to close out their 3-part investment series. This episode will help you uncover the balance between seeking growth and minimizing risk in your investment portfolio.

Their conversation offers a wealth of insights, including:

• Decoding risks in investments from company troubles to market trends
• Why spreading your investments is crucial
• Growth tactics for the young investor: high gains with calculated risks
• Financial prep for retirees: managing money for life’s surprises
• Tackling inflation and investment ties: strategic planning essentials
• Going global: using “bond ladders” for smarter international investments
• Modern portfolio theory: custom-fit your investment comfort level
• And much more!

Resources:

• Retirement Investing 101 with Michael P. Smith (Ep. 9)
• Investing In Stocks and Bonds with Michael P. Smith (Ep. 10)
• How To Secure Your Retirement with Michael P. Smith (Ep. 11)

Connect with David Koren:

• RVA Wealth Management
• LinkedIn: David Koren
• (804) 497-2100

Connect with Michael P. Smith:

• RVA Wealth Management
• LinkedIn: Michael P. Smith
• mike@rvawm.com
• (804) 622-1728