When to Say Uncle

from Financial Strategies · host Agemy Financial Strategies

As we all know and understand, investors get nervous when they see their portfolio value dropping and volatility is in the headlines.   When meeting with clients on the verge of retirement, the most common concern we hear is "I want to protect my principal".  But in today's economy, we're seeing more and more investors lose out. So when do you admit defeat and move on? Do you "cry uncle" or make strategic moves to build back your savings? Listen to this week's Financial Strategies podcast with Andrew and Daniel Agemy here to learn more. Introduction to the Universe of Non-Stock Market Income-Generating Investments (PDF) The Hard Lessons of Stock Market History (PDF) Follow us on Instagram!  Like us on Facebook! 

What this episode covers

As we all know and understand, investors get nervous when they see their portfolio value dropping and volatility is in the headlines. When meeting with clients on the verge of retirement, the most common concern we hear is "I want to protect my principal". But in today's economy, we're seeing more and more investors lose out. So when do you admit defeat and move on? Do you "cry uncle" or make strategic moves to build back your savings? Listen to this week's Financial Strategies podcast with Andrew and Daniel Agemy here to learn more. Introduction to the Universe of Non-Stock Market Income-Generating Investments (PDF) The Hard Lessons of Stock Market History (PDF) Follow us on Instagram! Like us on Facebook!

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When to Say Uncle

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How long is this episode of Financial Strategies?

This episode is 55 minutes long.

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This episode was published on September 19, 2022.

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