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Managing Market Volatility and the Need for a Cash Position
In this episode of the Retirement Summit Podcast, Shawn O'Keefe discusses the do-it-yourself (DIY) approach to retirement planning and investing. They highlight the importance of proper allocation and active management in achieving investment returns. They also caution against the DIY approach, citing statistics that show the average DIY investor has a low annual return of 2.9% compared to the broader stock market's average gain of 7.5%. They emphasize the value of having a professional financial advisor who can provide personalized financial planning and actively manage portfolios to minimize volatility and meet individual objectives.
for more information go to www.gosummitwealth.com
See omnystudio.com/listener for privacy information.
See omnystudio.com/listener for privacy information.
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By Summit Wealth StrategiesIn this episode of the Retirement Summit Podcast, Shawn O'Keefe discusses the do-it-yourself (DIY) approach to retirement planning and investing. They highlight the importance of proper allocation and active management in achieving investment returns. They also caution against the DIY approach, citing statistics that show the average DIY investor has a low annual return of 2.9% compared to the broader stock market's average gain of 7.5%. They emphasize the value of having a professional financial advisor who can provide personalized financial planning and actively manage portfolios to minimize volatility and meet individual objectives.
for more information go to www.gosummitwealth.com
See omnystudio.com/listener for privacy information.
See omnystudio.com/listener for privacy information.