Horse Cents Street Smart Investing

EP 4: Investing Potpourri Part 2

October 20, 2021 Hodges Private Client Season 1 Episode 4
EP 4: Investing Potpourri Part 2
Horse Cents Street Smart Investing
More Info
Horse Cents Street Smart Investing
EP 4: Investing Potpourri Part 2
Oct 20, 2021 Season 1 Episode 4
Hodges Private Client

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

Show Notes

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