Can investments be both growth-oriented and risk-averse?

In the latest episode of Unleash Your Retirement, David Koren is joined once again by Michael P. Smith to close out their 3-part investment series. This episode will help you uncover the balance between seeking growth and minimizing risk in your investment portfolio.

Their conversation offers a wealth of insights, including:

• Decoding risks in investments from company troubles to market trends
  
• Why spreading your investments is crucial
  
• Growth tactics for the young investor: high gains with calculated risks
  
• Financial prep for retirees: managing money for life’s surprises
  
• Tackling inflation and investment ties: strategic planning essentials
  
• Going global: using “bond ladders” for smarter international investments
  
• Modern portfolio theory: custom-fit your investment comfort level
  
• And much more!
  

Resources:

• Retirement Investing 101 with Michael P. Smith (Ep. 9)
  
• Investing In Stocks and Bonds with Michael P. Smith (Ep. 10)
  
• How To Secure Your Retirement with Michael P. Smith (Ep. 11)
  

Connect with David Koren: 

• RVA Wealth Management
  
• LinkedIn: David Koren
  
• (804) 497-2100
  

Connect with Michael P. Smith:

• RVA Wealth Management
  
• LinkedIn: Michael P. Smith
  
• mike@rvawm.com
  
• (804) 622-1728