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The bear is roaring and eating away at stock and bond returns. What's an investor to do?
Hear Kevin Kroskey, CFP®, MBA and Tyler Emrick , CFA®, CFP® discuss common investment questions clients are prospective clients are asking: Should I decrease risk? Should I increase cash? Is cash better to own than bonds? Should I consider a CD or fixed annuity? Is it okay to make a strategy change or hire an advisor when markets are down?
Key points on this episode:
1:45 - Should we sell out at this point?
5:39 - Preparation is so important
8:47 - 'Coupon Kroskey'
9:58 - Cash vs Bonds
16:37 - Fixed interest rate products
21:27 - Bad time to move money?
26:49 - Other items to have on your list
4.4
2626 ratings
The bear is roaring and eating away at stock and bond returns. What's an investor to do?
Hear Kevin Kroskey, CFP®, MBA and Tyler Emrick , CFA®, CFP® discuss common investment questions clients are prospective clients are asking: Should I decrease risk? Should I increase cash? Is cash better to own than bonds? Should I consider a CD or fixed annuity? Is it okay to make a strategy change or hire an advisor when markets are down?
Key points on this episode:
1:45 - Should we sell out at this point?
5:39 - Preparation is so important
8:47 - 'Coupon Kroskey'
9:58 - Cash vs Bonds
16:37 - Fixed interest rate products
21:27 - Bad time to move money?
26:49 - Other items to have on your list
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