Building Resilient Portfolios | AWM Insights #148

Markets rarely move sideways without fluctuations. 

Although we may want a smoother path to success, fluctuations and volatility are signs of health in the financial markets and give investors the returns they seek over extended periods of time by weeding out short-term investors and “nervous capital”.

Our role as caretakers of your financial well-being is to create a portfolio that meets your needs, helps you achieve your goals, and weathers the market turbulence to come while keeping you invested and at peace.

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Episode Highlights

• 0:00 Intro
• 0:48 Why we build portfolios to weather periods of volatility and give you confidence in times of stress
• 2:47 How creating custom portfolios that are tailored to your needs keeps you away from unnecessary risks that can be found in many cookie-cutter model portfolios
• 5:14 Why volatility in fixed income positions is not relevant with tailored portfolios.
• 6:54 How much attention should you give to your portfolio?
• 7:45 Why volatility isn’t always a bad thing
• 9:10 How we ensure that clients have what they need when they need it and are rewarded for what they defer
• 12:02 Why it is so important to be allocated properly
• 14:10 Text us