Tag: Risk Management
How to Achieve Your Life Goals With Holistic Wealth Management (Ep. 7)

How to Achieve Your Life Goals With Holistic Wealth Management (Ep. 7)

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Managing your finances goes beyond just number crunching or aiming for the highest return.

To create lasting wealth and happiness, it is important to take a holistic approach. This involves looking at your total financial picture, including investments, estate, taxes, and risk management.

In this episode, Patrice Sikora interviews Charlie Massimo and Peter Anastasian about their approach to holistic planning in wealth management. They stress the importance of a continuous, personal, and comprehensive approach to planning — one that prioritizes the needs and well-being of clients over profit-driven motives!

Charlie and Peter discuss:

  • A simple analogy to explain what holistic wealth management truly means
  • Why an advisor-client relationship is one of the most intimate relationships you will have
  • Where AI is effective in wealth management (and where it falls short!)
  • The role of holistic planning in achieving your life goals
  • 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.

Wealth Enhancement Group and LPL Financial do not provide legal advice or tax services. Please consult your legal or tax advisor regarding your specific situation.

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Diversification And The Gift Of The Unknown (Ep. 6)

Diversification And The Gift Of The Unknown (Ep. 6)

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Are you tired of hearing about diversification without truly understanding its essence? 

It’s time to demystify this term and uncover the secrets that only a few investors truly grasp. Brace yourself for a paradigm shift that will revolutionize how you approach your investment portfolio.

Diversification is a term often heard but rarely understood. In this episode, Charlie Massimo and Peter Anastasian delve into the true essence of diversification and its crucial role in the dynamic world of investments. They set the stage for an enlightening conversation that challenges common misconceptions.

Charlie and Peter discuss:

  • The true meaning of diversification and its significance in achieving long-term financial goals
  • Why traditional approaches to diversification may not provide the desired results and how to overcome these pitfalls
  • The startling statistics that reveal the limited number of stocks responsible for creating wealth in the stock market
  • The philosophy of unknowability and learning why it is a gift that can guide you toward disciplined diversification
  • 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.

Wealth Enhancement Group and LPL Financial do not provide legal advice or tax services. Please consult your legal or tax advisor regarding your specific situation.

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Navigating Volatile Markets: A Four-Step Approach to Manage Market Decline (Ep. 5)

Navigating Volatile Markets: A Four-Step Approach to Manage Market Decline (Ep. 5)

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In today’s fast-paced and ever-changing financial landscape, it’s crucial for investors to have a robust strategy that withstands market volatility. 

In this episode, Charlie Massimo and Peter Anastasian delve into their four-step program designed to help you navigate turbulent markets with confidence and achieve long-term investment success.

You’ll learn how to overcome the challenges posed by market declines, leverage historical insights, and maintain a disciplined approach to investing. 

Join us as we explore the key principles that separate successful long-term investors from those who continually react to current events.

Peter And Charlie Expand On The Following 4 Step Process:

  • Preparation is Key: Learn why it’s essential to prepare in advance for market declines and how to create a robust plan to weather potential storms
  • The Power of Perspective: Gain insights into how historical data can reinforce your belief in the long-term growth potential of well-managed equities, despite temporary setbacks
  • Investing in Great Companies: Understand the significance of investing in iconic companies with a track record of overcoming challenges and how market downturns can present unique investment opportunities
  • The Role of Planning and Discipline: Discover why continuously acting on a well-defined plan is crucial for long-term investment success and how it helps you avoid reactionary decision-making.

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.

Wealth Enhancement Group and LPL Financial do not provide legal advice or tax services. Please consult your legal or tax advisor regarding your specific situation.

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The Six Principles of Successful Investing (Ep. 2)

The Six Principles of Successful Investing (Ep. 2)

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We all want to be successful investors, but do you have what it takes? 

From managing biases to focusing on variables you can control, Charlie Massimo and Peter Anastasian reveal the key components of a winning investment strategy. 

Join Charlie Massimo and Peter Anastasian in their second episode as they reveal the six principles that successful investors follow. 

In this episode, Charlie and Peter discuss improving your investment experience and achieving long-term success by implementing these principles. 

Discover how having faith in the future, practicing patience and discipline, being agnostic to market trends, and focusing your time and energy on variables you can control can significantly improve your investment returns.

Charlie and Peter discuss:

  • Having faith in the future is a key component of successful investing.
  • How patience and discipline can improve your investment experience and increase your long-term real-life investment returns
  • Why it’s essential to be agnostic to market trends and have a philosophy that dictates your moves
  • Why you should focus your time and energy on variables you can control 
  • And so much 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.

Wealth Enhancement Group and LPL Financial do not provide legal advice or tax services. Please consult your legal or tax advisor regarding your specific situation.

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