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The Importance of a Blended Investment Strategy

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Manage episode 431410931 series 3561340
Content provided by Impact Partnership and Raj Shah. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Raj Shah or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Raj Shah and Rick Borek discuss the stock market and whether historical trends can be relied upon for accurate predictions. They emphasize the importance of having a blended investment strategy and a portfolio that is structured to protect against potential losses.

For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com

Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner.

See omnystudio.com/listener for privacy information.

  continue reading

90 episodes

Artwork
iconShare
 
Manage episode 431410931 series 3561340
Content provided by Impact Partnership and Raj Shah. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Raj Shah or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Raj Shah and Rick Borek discuss the stock market and whether historical trends can be relied upon for accurate predictions. They emphasize the importance of having a blended investment strategy and a portfolio that is structured to protect against potential losses.

For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com

Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner.

See omnystudio.com/listener for privacy information.

  continue reading

90 episodes

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