Month: October 2023
Understanding Volatility vs. Risk: The Key to Panic-Proof Investing (Ep. 14)

Understanding Volatility vs. Risk: The Key to Panic-Proof Investing (Ep. 14)

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In the world of investing, surprises can be the mother of panic. But what if you could be prepared and stay ahead of the curve to maximize protection in the marketplace? 

In this episode, Peter Anastasian and Charlie Massimo explore how unexpected twists and a lack of preparation can trigger investment panic, offering valuable insights on maintaining a level head.

Discover the critical distinctions between volatility and risk, and how educating clients about market history can be a game-changer. They’ll equip you with strategies to prepare for market fluctuations and empower you to navigate the choppy waters of investing. This episode is a must-listen for anyone seeking to master the art of investment resilience.

Charlie and Peter discuss: 

  • How unexpected twists and a lack of preparation can trigger investment panic.
  • The critical distinctions between volatility and risk.
  • Strategies to prepare for market fluctuations and stay calm in turbulent times.
  • The role of media in creating panic and the importance of grounding decisions in historical data.
  • The significance of crafting a detailed investment plan tailored to individual needs and
  • life stages to maintain focus during market downturns.
  • And More!

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable or you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are

unmanaged and may not be invested into directly.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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Demographics, Healthcare Costs, and Social Security: The Perfect Storm for A Future Depression. (Ep. 13)

Demographics, Healthcare Costs, and Social Security: The Perfect Storm for A Future Depression. (Ep. 13)

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There are recessions and there are depressions, and no crystal ball can tell you what’s coming next…

In this episode, Charlie Massimo and Peter Anastasian discuss the possibility of a future depression and the factors that could contribute to it. They explore reasons such as demographics, healthcare costs, and the difficulty of cutting social security benefits. 

While emphasizing the importance of financial preparedness and caution against unnecessary risks, they also discuss the US national debt and the global nature of the potential depression. Charlie and Peter stress the need for investors to work with fiduciaries who prioritize their clients’ best interests. 

Peter and Charles discuss: 

  • The importance of working for investors with fiduciary responsibility in their client’s best interest 
  • Rising healthcare costs and its impact on the economy
  • Difficulty of cutting social security benefits and entitlement programs
  • Importance of financial preparedness and caution against unnecessary risks
  • US national debt and the global nature of the potential depression
  • And more

Resources:

Connect with Charlie Massimo: 

Connect with Peter Anastasian: 

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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Subscribe: RSS | More

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