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Advance Your Wealth - From Savers to Investors
Manage episode 302289815 series 2834060
المحتوى المقدم من Homer Smith. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Homer Smith أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
In this special installment of Advance Your Wealth, Homer dives into the investment philosophy at Konvergent Wealth Partners, which focuses on allowing clients to construct portfolios that can weather all seasons.
Listen as Homer explains the value behind diversifying your portfolio to ensure a smooth performance across all times of the year.
Sit back, relax, and enjoy this special edition of Advance Your Wealth!
Timecodes:
0:05 - Overview on the Konvergent Wealth Partners investment philosophy
0:44 - The origin of this philosophy
2:07 - The problem is we've had to turn from savers to investors
3:25 - Various estimates of what investors needed to earn 7.5%
4:45 - Closing remarks
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