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A gardener trims the bushes to promote healthy plants.
And through market corrections and portfolio rebalancing, financial advisors do the same when helping clients with their financial planning.
In this episode, Peter Gutekunst is joined by fellow CERTIFIED FINANCIAL PLANNER™ at Gute Financial, Brian Henrysen. Together, they highlight the role of risk within investment strategies. Brian reveals how the firm matches clients with portfolio managers to optimize investment planning — based on personal risk levels and the market’s natural way to promote growth.
Peter and Brian discuss:
- The definition of market correction
- How risk levels guide investment planning
- Why portfolio rebalancing is necessary for growth in returns
- The importance of looking long-term
- And more!
Resources:
Connect with Pete Gutekunst:
- Gutekunst@raymondjames.com
- LinkedIn: Peter Gutekunst
- Gute Financial Services
- Gute Calendar
- Book a call with the team at Gute Financial
About Our Guest:
Brian Henrysen graduated from the Temple University Fox School of Business with a degree in financial planning. During college, Brian served on the executive board of the Temple University Financial Planning Association and worked part-time in the hospitality industry, reaching a leadership role within the company.
Brian has a deep appreciation for wealth management and financial planning and prides himself on getting to know his clients on a personal level to guide the decision-making process. His top priorities are working alongside clients to uncover what matters most to them and achieving those goals efficiently and effectively. Brian has experience helping clients develop strategies for retirement, evaluating and preparing for liquidity events, and protecting the long-term success of high-earning young families and individuals.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Gute Financial Services and Peter Gutekunst and not necessarily those of Raymond James.
Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor’s results will vary. Rebalancing a non-retirement account could be a taxable event that may increase your tax liability. There is no assurance that any strategy will ultimately be successful or profitable nor protect against a loss. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.