episode 168 – financial security in 2019

Matt Andreas, a passionate financial advisor with Investment Partners, discusses investing for the year ahead with, our host, Dave Cain!

It’s a new year, which means a lot of us are looking at our current financial situation, our investment portfolio, and how we can strengthen our long-term prospects.

Matt Andreas, a financial advisor with Investment Partners, joins the show to give us some tips to help us make the most out of the year ahead. He will be tackling the importance of asset allocation, why planning is critical, and how you can overcome market volatility.

Stick to the Plan

In today’s volatile environment, you see a lot of people reacting based on their emotions – but if you let your emotions dictate your investment strategy, it will most likely lead you the exact wrong way. You need to create a plan that minimizes risk (and it never hurts to make that plan with a financial advisor at hand), then stick to it.

If you want some guidance with your investment strategy, you will be interested in these other topics discussed in this episode:

  • The importance of asset allocation and diversification.
  • Appropriate asset allocation will vary based on a number of factors, including your age, risk tolerance, and financial goals.
  • How to factor the volatility of the market into your plan.

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articles & insights

Podcast | investments… are you doing it wrong? – Listen to this past episode of unsuitable on Rea Radio to learn about the proven secrets and most effective strategies to manage and grow your wealth.

Investing 101 – Successful investing is about discipline, and regularly contributing to your investments will enable you to take advantage of fancy terms like “dollar cost averaging.”

Financial Well-Being: We all want it. How do we get it? – One of the first steps a business owner can take to promote financial well-being of their employees is to create a program that will reinforce an overall financial well-being strategy.

Investing in a Turbulent Economy – Although there is no infallible way to handle market swings, the following tips can help mitigate the ups and downs in the markets.

official transcript

Click here to read the official transcript for episode 168, “financial security in 2019”