Why Returns on Your Portfolio Don’t Matter, Sort of

YouTube video

A recent mountain bike incident reminds Sherod of an important perspective on investing. Sometimes when looking at our investments we take our eyes off the true risks facing us.  Sherod Waite shares more about that episode on the bike and how that applies to the risks we take on when we are younger compared to being close to retirement.  The target can change in different phases of life and that’s why it’s so important to consult with a financial advisor that can help focus your portfolio in the right direction.

Interested in partnering with our down-to-earth financial advisors and support staff? Have more questions about this topic or any other? Moneywise is available for free, no-obligation phone + virtual consultations.


Moneywise Wealth Management | “The Moneywise Guys” podcast
call: 661-847-1000