How are you prioritizing preservation with your investments? In today’s episode, Vince Esposito and Rob Isbitts explore the importance of preservation and how Sungarden’s philosophy of Avoiding Big Losses (ABL) gives them an advantage when building portfolios. They discuss: Why advisors need to assess short-term risk tolerance with clients The misconceptions around bonds How thinking … Continue reading Episode 5 – Why We Should be Talking About Preservation More →