Market volatility is a natural part of investing. But when markets take a sudden and substantial dip, even those with a high-risk tolerance may get uneasy. How can you optimize asset allocation to protect your returns?

In this episode, Peter Gutekunst is joined by fellow Gute Financial Services advisor Brian Henrysen. Together, they highlight all things asset allocation. They detail the importance of focusing on long-term investments while providing the advice you need to survive market volatility.

Peter and Brian discuss:

• What’s asset allocation
  
• How personal risk factors influence asset allocation
  
• The importance of having a purpose for your investments
  
• Why diversity within portfolios is essential for long-term success
  
• The value of having a  bucketing strategy 
  
• And more!
  

Resources:

• Tell Your Boss I Quit! – Book
  
• My Financial Bridge
  

Connect with Pete Gutekunst:

• 267-470-4109
  
• LinkedIn: Peter Gutekunst
  
• Gute Financial Services
  
• Gute Calendar
  
• Book a call with the team at Gute Financial
  

Connect with Brian Henrysen:

• LinkedIn: Brian Henrysen
  

About Our Guest:

Brian Henrysen graduated from the Temple University Fox School of Business with a degree in financial planning. During college, Brian served on the executive board of the Temple University Financial Planning Association and worked part-time in the hospitality industry, reaching a leadership role within the company.

Brian has a deep appreciation for wealth management and financial planning and prides himself on getting to know his clients on a personal level to guide the decision-making process. His top priorities are working alongside clients to uncover what matters most to them and achieving those goals efficiently and effectively. Brian has experience helping clients develop strategies for retirement, evaluating and preparing for liquidity events, and protecting the long-term success of high-earning young families and individuals.

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