Episode 4 – Are You Aware of These Nine Risks to Your Portfolio?
Podcast: Play in new window | Download | Embed
Subscribe: Spotify | TuneIn | RSS | More
There are nine types of risk that could not only impact your investment returns, but also your overall financial plan.
Today, Royal Standley outlines each type of risk and shares strategies he uses to help reduce their effect on clients’ investment portfolios.
In this episode, you will learn:
- How parents tend to influence their children’s risk tolerance
- How your risk tolerance is calculated
- The characteristics of nine investment risk types
- A form of liquidity risk that most people don’t consider
- Why paying for your kids’ tuition could pose a situation risk
- And more!
Listen now as Royal walks you through the nine different areas of risk to consider when building your portfolio.
Resources: Oregon Pacific Financial Advisors | Online Risk Assessment Tool | 541-772-1116
Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.