IDA currently serves over 1200 families and 100 companies as their fiduciary adviser team. Our clients rely on us through good market seasons and stressful ones. Through an ongoing and interactive financial planning process and an evidence-based investment philosophy our mission is to create financial peace of mind through all seasons of investing. This past 2 weeks have been some of the most volatile we have seen in recent years and is causing very real emotions in investors. It is at times like these that IDA exists to serve as a coach and a resource to determine what you should do and what you shouldn’t when it comes to your investments.
In this show you will learn about:
- The difference between risk and volatility
- What has happened in the past and how investors fared for better and for worse
- How to set the right expectations around what “normal” volatility is supposed to look like
- Things that you can and can’t control when it comes to investing
- What to do about the things that you can’t control
- What to do if you’re not confident in your current investment strategy
The content of this radio show is provided for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Mr. Labrum and Intelligence Driven Advisers/Financial Detox are not responsible for the consequences of any decisions or actions taken as a result of information provided in this radio show and do not warrant or guarantee the accuracy or completeness of the information provided. The information discussed today reflects the views of Mr. Labrum and his guest(s) as of the date of this show and are subject to change without notice.Past performance is no guarantee of future results. Any forward looking statements or forecasts are based on assumptions and actual results may vary from any such statements or forecasts. No reliance should be placed on any statements or forecasts when making any investment decision. Accordingly, listeners should not rely solely on the information provided today in making any investment decision.There is a risk of loss from investing in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses.
Carlsbad, CA (760) 707-5555
Murrieta, CA (951) 290-5020
Scottsdale, AZ (480) 998-2995
Big Pine Key, FL (888) 401-2083
Fort Worth, TX (888) 401-2083
La Jolla, CA (888) 401-2083