Episode 9 – Understanding The Risk In Your Portfolio

Right now the markets are a little precarious and have been more volatile in the last month than they have been over the past decade.

Are you wondering how much risk exposure you have in your portfolio?

Today, Marc Bautis explains how investors can incorporate enough risk in their portfolios to achieve their goals—while still feeling comfortable about their risk exposure.

In this episode, you will learn:

• Why you can’t count on timing the markets.
• How Marc coaches his clients’ through their concerns about major drops in the market.
• About the tool that Marc uses to help clients determine the amount of risk they are comfortable with, and how he uses this tool to diversify their portfolios.
• And more!

Tune in now and gain clarity on your level of risk exposure!

Resources:

Bautis Financial | Bautis Financial Risk Questionnaire | 862-205-5800