“I enjoyed the explanations by the panel on the wide range of financial topics and terms in “Unlocking Investment Wisdom,” such as portfolio diversification, asset allocation and rebalancing, valuations, alternative investments, financial planning for future events like college and marriage, student loan debt, and preparing when things don’t go as you expect. Also Kirk’s discussion of volatilty vs. risk tolerance was sooo important and well explained, and how people don’t always understand risk when they get into the market. The topics were explained clearly.”
Carolyn in la via Apple Podcasts ·
United States of America ·
04/24/24