Mike Annette, Ryan Herbert, JIM discussed on The Savvy Investor Radio

Automatic TRANSCRIPT

Crisis. Here's how your portfolio has been affected over the past 20 years. Is this something you want to experience again? And it's almost always absolutely not. What can we do different to take this out of the table? And that's where Mike and I always talk about smart breast We want to take as much risk As we need to take in order to accomplish the goals, So if you don't need to try to hit home runs, you don't need to see that 8 to 12% returns. They tell us the stock market does overtime every single year. Why check on any of that undue risk? Want to take a much more conservative approach? And just get that 456% steady returns year over year and the important thing to take away from that is that everybody's situation is different. We take on the right amount of risk. To meet the goal. No undue risk. That's really what that portfolio X ray is all about, is sitting down and showing you what has happened to your portfolio over the years. In real numbers. How much risk you're taking? What of the fees you're taking? Can you be more effective in your investment choices and that all starts but Jim's a call. 866597 10 48 66597 10 40 sit down with Mike and myself and a member of our team and let us go through the portfolio and show you exactly the risk. You're taking exactly the fees so you have a much better picture. Of everything that's going on and going back to these. These radio listeners that came in this past week. You know, they ultimately decided that yes, we want to take action. We're tired of doing this ourselves. We're tired of making these emotional reactions. So what's going on in the stock market? We want to put that plan in place. We want someone in our corner, helping us make these decisions and holding us accountable to our decisions and keeping that plan in place. But it all started. Buy them. Give us a call. 866597 10 48 66597 10 40 appreciate that folks will give you a couple of minutes to call in and set that time up with Mike Annette and Ryan Herbert in the team and pro status. Financial Advisors grew because after you get you get a team to.

Coming up next