If you want to learn more about how stocks, bonds, and other investments work together to help you achieve your long-term financial goals, listen to this episode of I’ve Been Meaning To Do That. Host Oscarlyn Elder talks to Truist Wealth’s Trey Smith and Niles Greene about the basics of building a portfolio. They discuss (time stamps are approximate):

• Introducing Trey and Niles (1:20)

• Saving vs. investing (3:10)

• Volatility and the long-term trend of stock prices (6:50)

• How to assess and manage investment risks (13:20)

• Striking a balance between risk and reward (18:55)

• Why investment liquidity matters (23:50)

• Risks with bonds (25:40)

• Managing risk with dollar-cost averaging and diversification (28:50)

• Adding alternative investments to a portfolio (33:00)

• What Niles and Trey have been meaning to do (39:00)

• Final thoughts from Oscarlyn (41:40)

The podcast team has created a template for taking notes on each episode. You can find it at

Truist.com/resources/wealth/financial-planning/the-role-of-investments-in-your-financial-plan

Have a question for Oscarlyn or her guests? Email [email protected].