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!

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Withstanding Market Volatility with Keith Schrock – Part 1

Saving Habits with Offensive Guard, Brian Winters – Part 1