The Key Points:
Today’s guest is Colleen LeMasters, CFP®, ChFC®, BFA™. Colleen is an Investment Advisor Representative and Insurance Professional at FIG.
In this episode, we will discuss market risk. There has been extreme volatility in 2022, and there is a lot we can learn from a year like this. Specifically, from a client management standpoint. Let’s discuss diversification and see what approaches we may want to take in 2023.
Join us today as we break down these topics on today’s show:
- Should we peel off gains in the oil and gas sectors? (3:51)
- We should reevaluate risk tolerance with clients. (7:01)
- Navigating difficult conversations with clients. (13:22)
If you have any questions, please reach out to us at https://www.baschrock-fg.com/ or give us a call at 330-473-1060
Key Quote:
Thanks for listening to another episode of Unlocking Your Financial Future. We’ll talk to you again next week!
Related Content:
How Your Legacy Plan Fits into Your Overall Retirement Plan – Part 1
