One of the very first things we discuss with our clients is risk tolerance.
How do you handle risk?
How do you feel towards money? And, so on.
This is an incredibly important part of the financial planning process and it helps us do a better job of providing #fiduciary advice.
Here are 5 things you can do to better determine your own unique tolerance for risk when it comes to your investments. Want an investment Personality Test?
Just reach out, and we’ll be happy to send one your way.
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Hi, I’m Jamie with Woodson Wealth Management, and I’m going to help you sidestep some major headaches, save you time, and put more money in your pocket.
First – some quick background about the changing financial services industry:
Over the last 15 years, our industry has gone through some dramatic shifts. At the outset of my career, folks had to look to the Wall Street Journal or call their stock broker for information on a particular stock or what’s going on in the markets. Now, you can get your news and updated stock quotes in just seconds.
Bitcoin made its debut in 2009 and has grown exponentially since. As of mid-September, Bitcoin was valued at a little over $10,800 per coin.1 Cryptocurrency and the blockchain technology has continued to gain popularity over the past decade, and investors are still turning to this alternative market in 2020. As we continue experiencing a year of financial uncertainty, here’s where the world stands when it comes to cryptocurrency.
Hi, I’m Jamie Lima with Woodson Wealth Management, and I’m going to teach you how to avoid three of the worst behavioral mistakes investors can make.
Hi, I’m Jamie Lima with Woodson Wealth Management, and I’m here to help you stay level-headed — even in times of chaos.
The 2020 election is coming up fast, and I’ve had worried folks ask me: Will it tank the market?
In this video, I’ll give you three things to keep in mind so you can plan for uncertainty. 2020 has been wild, to say the least. And the upcoming election could be one of the most divisive races we’ve ever seen.