EPISODE · Oct 3, 2019 · 30 MIN
4 Hidden Risks To A Diversified Portfolio with Mark W. Johnson, CFA® & Managing Director - Optimum Investment Advisors
from Smart Money Circle · host Adam Sarhan
Today's interview (10.3.19) is with Mark W. Johnson, CFA® Managing Director, of Optimum Investment Advisors with over $500 million in assets under management. Mark has been in the business for decades and shares what he has learned along the way. Mark also tells you how the financial services space has evolved over the decades and how to avoid common mistakes he see's people make over and over again. Mark also gives you 4 hidden risks to a diversified portfolio and answers the following questions: 1) How do I manage my overall portfolio volatility? 2) How do I manage the need to generate income in a low return world? 3) How can I manage growing the value of the account without taking on too much risk? 4) How can I protect myself in the event of a large selloff or global economic/financial crisis? Mark can be reached at: Phone: (312)- 456- 3341 Website: https://www.optimuminvestment.com/
What this episode covers
Today's interview (10.3.19) is with Mark W. Johnson, CFA® Managing Director, of Optimum Investment Advisors with over $500 million in assets under management. Mark has been in the business for decades and shares what he has learned along the way. Mark also tells you how the financial services space has evolved over the decades and how to avoid common mistakes he see's people make over and over again. Mark also gives you 4 hidden risks to a diversified portfolio and answers the following questions: 1) How do I manage my overall portfolio volatility? 2) How do I manage the need to generate income in a low return world? 3) How can I manage growing the value of the account without taking on too much risk? 4) How can I protect myself in the event of a large selloff or global economic/financial crisis? Mark can be reached at: Phone: (312)- 456- 3341 Website: https://www.optimuminvestment.com/
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4 Hidden Risks To A Diversified Portfolio with Mark W. Johnson, CFA® & Managing Director - Optimum Investment Advisors
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