Welcome back to the Salty Wisdom Wealth Strategies podcast. Markets and Risk are the subjects of the conversation I am sharing. With the market cycles, you want to evaluate your portfolio and review your risk. If you have cash, it's a good time to buy into some stock or eliminate what you have if there is too much risk. Take a look at all your options to buy low and sell high.
Here are a few of the topics of today's discussion:
This podcast is about moving forward with new decisions. Make sure you are taking a look at the stocks and check my website to see the ones I think will be paying good dividends. Or better yet, give me a call or send me an email with your list, and we can talk.
In This Episode
[01:54] - Welcome to Salty Wisdom Wealth Strategies!
[02:59] - I have seen more volatility with the market up and down in the last few months.
[03:50] - Are you holding some cash in your investment portfolio?
[05:10] - Buy low and sell high is how you make money in the stock market.
[08:29] - It's not criminal if your advisor gives you bad advice.
[09:16] - The beta rating is the market volatility of the stock.
[12:52] - Make sure you are evaluating what you’re looking at now and that it is within your comfort zone.
[13:42] - There's a mixed tactical investment in the financial industry.
[16:24] - I know the market stinks but don’t lose sleep and keep the faith.
[16:44] - I would not recommend selling off all your investments.
[17:26] - I share a comment about being in equities.
[18:25] - Thank you and closing remarks.
ContactMark Melrose
Wealth Manager
Unity Wealth Management
980-262-4118
m.melrose@unitywealthmanagement.com