Coronavirus And My Investment Accounts Financial Matters With Richard Oring podcast

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Inhoud geleverd door Richard Oring. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Richard Oring of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Financial Matters with Richard Oring « »
Coronavirus and My Investment Accounts

4+ y ago 17:03

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MP3•Thuis aflevering

Inhoud geleverd door Richard Oring. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Richard Oring of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Richard Oring's phone has been ringing off the hook with calls from clients panicked over the coronavirus and what effects it will have on their investment accounts. Today we cover some important things to remember.

When you set up your portfolio, you start with goals and what you need to achieve to get there. Once you have the plan in place, stick to the plan instead of letting your emotions get the best of you.

One of the most challenging parts of Richard's job is managing client expectations. He walks us through his process and the safeguards he uses with client accounts.

And finally, the three questions you should ask yourself:

Am I comfortable with the amount of money I have lost?
Have my goals changed since I started this account?
Is there liquidate assets from this account if I need to take out money which won’t result me from selling something in distress?

… continue reading

29 afleveringen

Artwork

Coronavirus and My Investment Accounts

Financial Matters with Richard Oring

published 4+ y ago

Delen

MP3•Thuis aflevering

Inhoud geleverd door Richard Oring. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Richard Oring of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Richard Oring's phone has been ringing off the hook with calls from clients panicked over the coronavirus and what effects it will have on their investment accounts. Today we cover some important things to remember.

When you set up your portfolio, you start with goals and what you need to achieve to get there. Once you have the plan in place, stick to the plan instead of letting your emotions get the best of you.

One of the most challenging parts of Richard's job is managing client expectations. He walks us through his process and the safeguards he uses with client accounts.

And finally, the three questions you should ask yourself:

Am I comfortable with the amount of money I have lost?
Have my goals changed since I started this account?
Is there liquidate assets from this account if I need to take out money which won’t result me from selling something in distress?

… continue reading

29 afleveringen

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