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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
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4 days ago
4 days ago
Today, Paul highlights three phrases to be wary of in a financial advisor's disclosure document (ADV Part 2): "fundamental analysis," "technical analysis," and "tactical asset allocation." He explains what these terms really mean and how they can be detrimental to your retirement. He also talks about the positive impact of diversification on a portfolio, especially during uncertain economic times.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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