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On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why your portfolio may be holding up better than alarming headlines suggest, highlighting the difference between widely cited indexes like the Dow and what a truly diversified portfolio actually experiences, while also unpacking how global market shifts and proper allocation are benefiting investors. They then dive into the surprising reality that high earners often feel more financially strained due to lifestyle creep, and wrap up with listener questions on bond duration, liquidity versus market risk, the role of alternative investments, and whether reducing financial risk should come from changing your portfolio or your spending habits.
See omnystudio.com/listener for privacy information.
By 55KRC (WKRC-AM)4.5
2525 ratings
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why your portfolio may be holding up better than alarming headlines suggest, highlighting the difference between widely cited indexes like the Dow and what a truly diversified portfolio actually experiences, while also unpacking how global market shifts and proper allocation are benefiting investors. They then dive into the surprising reality that high earners often feel more financially strained due to lifestyle creep, and wrap up with listener questions on bond duration, liquidity versus market risk, the role of alternative investments, and whether reducing financial risk should come from changing your portfolio or your spending habits.
See omnystudio.com/listener for privacy information.

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