5 min
Market downturns...not if but when. Managed Money
-
- Investing
Listen in as James explains how Evolution Financial planning are re-balancing and actively managing client portfolios.
There has been an extended period of double digit, market linked returns. While investors can become complacent when returns are attractive, this causes James more concern as discipline falls away in the pursuit of performance.
Please reflect on your own retirement funds and consider a review of your asset allocation and ensure that cash levels are suitable to meet your retirement goals.
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Send in a voice message: https://podcasters.spotify.com/pod/show/managedmoney/message
Listen in as James explains how Evolution Financial planning are re-balancing and actively managing client portfolios.
There has been an extended period of double digit, market linked returns. While investors can become complacent when returns are attractive, this causes James more concern as discipline falls away in the pursuit of performance.
Please reflect on your own retirement funds and consider a review of your asset allocation and ensure that cash levels are suitable to meet your retirement goals.
---
Send in a voice message: https://podcasters.spotify.com/pod/show/managedmoney/message
5 min