Horse Cents Street Smart Investing

EP 4: Investing Potpourri Part 2

Hodges Private Client Season 1 Episode 4

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0:00 | 19:07

We’ll cover multiple topics here for general knowledge.

Types of financial advisors

Vetting potential advisors

What is a Registered Investment Advisor (RIA)

Perceptions about risk

Hazards of concentrated positions

When it could be time to de-risk certain holdings