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Ep 102: Market Risk with Colleen LeMasters, CFP®, ChFC®, BFA™

EPISODE · Dec 15, 2022 · 17 MIN

Ep 102: Market Risk with Colleen LeMasters, CFP®, ChFC®, BFA™

from Unlocking Your Financial Future · host BA Schrock Financial Group

Today’s guest is Colleen LeMasters, CFP®, ChFC®, BFA™. Colleen is an Investment Advisor Representative and Insurance Professional at FIG. In this episode, we will discuss market risk. There has been extreme volatility in 2022, and there is a lot we can learn from a year like this. Specifically, from a client management standpoint. Let’s discuss diversification and see what approaches we may want to take in 2023.   Here are some of the things you’ll learn in this episode: Should we peel off gains in the oil and gas sectors? (3:51) We should reevaluate risk tolerance with clients. (7:01) Navigating difficult conversations with clients. (13:22)   For more, visit us online: https://baschrock-fg.com/

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Ep 102: Market Risk with Colleen LeMasters, CFP®, ChFC®, BFA™

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