Download - Episode 33 - Mistakes Your Advisor Can Help Prevent // Investments

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EvoFi: A Finance Podcast for Humans

Business:Investing

Episode 33 - Mistakes Your Advisor Can Help Prevent // Investments

2023-08-23

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We are back with another EvoFi Podcast! Investments are the focus! In this episode, Stephen Fletcher, CFP® and EVO portfolio manager, Jack O'Brien, CIMA® cover why an investment policy statement is important, why we calculate your risk tolerance and when we ignore it! Bottom line: it’s all based on the PERSON, not the PROCESS or the PACKAGE.