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We will have candid conversations that will gravitate between the emotional and the rational side of money. From college planning insights, to how Tax Law Changes can affect your portfolio, to what is a robo-advisor, “Between the head and the heart” is will give you a simpler explanation to commonly complicated topics.
Episodes
Monday Mar 02, 2020
The "V" word: Market Volatility Update 2020
Monday Mar 02, 2020
Monday Mar 02, 2020
We have updated this episode with an intro recorded on February 28th 2020 with LWM CEO Michael Tucci and Jordi Mullor, discussing the recent volatility experienced in the markets due to the Coronavirus spread globally. The original episode reminds us of the timeless lessons about volatility and how to think about it when managing a portfolio.
Original Description
For the third episode of the "Market Series", we addressed a topic commonly overlooked by long-term investors, volatility. Jordi Mullor is joined by Lexington Wealth Management's CEO & Co-Founder Michael Tucci & by Rocaton Investment Advisors' Chief Market Strategist David Morton. During this conversation, you will hear what volatility means for a global market strategist and to a wealth manager.
We also cover the emotions that come along volatility and how experiencing volatility might be a way to really figure out your own personal risk tolerance.
Please note that recording was done during the first two weeks of December 2018. We hope you find their input insightful and relevant in a topic that is timeless.
Let us know if you have any questions comments! We would love to hear your opinion.
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