24 min
Win By Not Losing The Passive Income Investor
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- Investing
In today's episode we discuss the concept of how to win by not losing. We talk about the value of being more conservative with your portfolio each year, and how not losing money is more beneficial long term than earning a larger sum while taking losses.
Matt Doran is a principal with Sage Wealth Planning. Sage Wealth Planning is a registered investment advisory firm registered in the states of Michigan and Missouri.
Aaron Merriman is Managing Director of Lujan/Merriman Development Group, LLC "LMDG" based in Newport Beach, CA. LMDG invests in A+ locations in coastal Southern California and focus on 5-15 unit buildings.
Sage Wealth Planning does not render, or offer to render, personalized investment or tax advice via YouTube, Podcast, or any other digital medium. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice
In today's episode we discuss the concept of how to win by not losing. We talk about the value of being more conservative with your portfolio each year, and how not losing money is more beneficial long term than earning a larger sum while taking losses.
Matt Doran is a principal with Sage Wealth Planning. Sage Wealth Planning is a registered investment advisory firm registered in the states of Michigan and Missouri.
Aaron Merriman is Managing Director of Lujan/Merriman Development Group, LLC "LMDG" based in Newport Beach, CA. LMDG invests in A+ locations in coastal Southern California and focus on 5-15 unit buildings.
Sage Wealth Planning does not render, or offer to render, personalized investment or tax advice via YouTube, Podcast, or any other digital medium. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice
24 min