Are You Taking the Right Kinds of Risk?
Financial Decoder | S23 EP3
Are You Taking the Right Kinds of Risk?
Financial Decoder host Mark Riepe is joined by Kasey McCurdy, chief portfolio strategist for Schwab Wealth Advisory™, to examine what risk really means in your financial life. They discuss why risk extends beyond market volatility and how an investor's goals and circumstances can shape the risks that matter most. Kasey explains the distinction between risk tolerance and risk capacity, along with why a seemingly safer strategy may introduce different concerns. He also offers a framework for evaluating financial headlines and determining whether your portfolio still supports your long-term plan.
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This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
For illustrative purposes only. Individual situations will vary and are no guarantee of future performance or success. Not intended to be reflective of results you can expect to achieve and are not intended to be, nor should they be construed as, a recommendation to buy, sell, or continue to hold any investment.
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Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.
Rebalancing may cause investors to incur transaction costs and, when a non-retirement account is rebalanced, taxable events may be created that may affect your tax liability.
Schwab Wealth Advisory™ ("SWA") is a non‐discretionary investment advisory program sponsored by Charles Schwab & Co., Inc. ("Schwab"). Schwab Wealth Advisory, Inc. ("SWAI") is a Registered Investment Adviser and provides portfolio management for the SWA program. Schwab and SWAI are affiliates and are subsidiaries of The Charles Schwab Corporation.
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