Balancing Investment Risk

Susan Jung |
Categories
Commentary


This week’s video update covers the following topics:

  • How market volatility and time horizon can affect the appropriate level of portfolio risk
  • Why reducing market risk too much may introduce other risks, including inflation and loss of purchasing power
  • The importance of liquidity when building a portfolio that can adapt to changing financial needs
  • How taxes can impact investment returns and long-term financial planning
  • Why balancing multiple risks, including volatility, inflation, liquidity, taxes, and concentration is an important part of building an appropriate portfolio strategy

Link to the video is here or watch below: https://destinationwm.wistia.com/s/6z2h2i0erit44ll 

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