Return on LifeStyle Podcast

Episode 27 – Sophia the Wise


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Today’s podcast is a simple fable about volatility. Our characters are two twins and a younger sister. When the two twins are offered two choices on how to invest their inheritance, they choose to go a different direction. Some key takeaways to think about:

* How much of our investing strategy is based upon our personality and risk
tolerance?
* Is it better go for the sure thing or take more risk in hopes of greater reward?
* What role does diversification play when picking a strategy?

We hope you enjoy this little fable and see how it applies to your situation and retirement plan.
Resources:    Privada Wealth Management | Email
 
 
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Return on LifeStyle PodcastBy Rey Descalso