In this video, President and Founder of Voice Wealth Management, Russell Rivera talks about whether or not there is a need to revisit your estate plan during this current crisis and what actions can you can be taking during this time given the new governmental guidelines.
Imagine
The Current Market
Personal Finance and Smart Spending
It All Starts With a Budget
When people think of budgeting, some might think of putting your cash in envelopes or glass jars to make sure you don’t spend too much on any one area of your life, but budgeting is much more than that. In Russell’s latest video, It All Starts With a Budget, he talks about the important aspects of budgeting and poses some questions you may not have thought about.
Building Our Portfolios
When it comes to how we build our portfolios, we've studied the academic research and come to believe a few things about investing. A portfolio should be broad-based and global. When it comes to stocks, we want you to own as many securities in the market as possible, but we want to tilt towards certain characteristics that we think and we have found make for better returns over time.
The Role of Investments In Your Financial Plan
When clients plan their financial journey, it’s like building a car that goes down the road of life. That car needs an engine. That's where investments come in. Listen as Russell discusses Voice Wealth Management’s investment philosophy and how it relates to your financial plan.
Topics Discussed:
What is risk tolerance
Do you know your time horizon
Understanding the balancing act
You can watch this video and others on the Voice Wealth Management YouTube channel.