Preview Mode Links will not work in preview mode
Listen to Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® and gain key financial insights to help you make informed decisions for your future. Jake and Nick aim to provide clarity and guidance, addressing your questions and shining a light on the real financial challenges facing today’s retirees.

Mar 4, 2022

The stock market has been in a state of volatility for much of the past two years but it seems like that uncertainty has ramped up even more in recent months. When we get into one of these up-and-down environments, what’s the best way to invest your money without taking on too much risk?

 

Read more and get additional financial resources: http://johnsonbrunetti.com 

 

What we discuss in this episode: 

0:32 – Volatility in the stock market

2:46 – Index funds safer?

4:48 – Strategies for diversification 

6:57 – Is your advisor focused on planning or selling?

8:50 – How our process has evolved

12:35 – An overview of our process