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Market volatility is a natural part of investing. But when markets take a sudden and substantial dip, even those with a high-risk tolerance may get uneasy. How can you optimize asset allocation to protect your returns?
In this episode, Peter Gutekunst is joined by fellow advisor Brian Henrysen. Together, they highlight all things asset allocation. They detail the importance of focusing on long-term investments while providing the advice you need to survive market volatility.
Peter and Brian discuss:
- What’s asset allocation
- How personal risk factors influence asset allocation
- The importance of having a purpose for your investments
- Why diversity within portfolios is essential for long-term success
- The value of having a bucketing strategy
- And more!
Resources:
Connect with Pete Gutekunst:
- 267-470-4109
- LinkedIn: Peter Gutekunst
- Gute Financial Services
- Gute Calendar
- Book a call with the team at Gute Financial
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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.