4 Hidden Risks To A Diversified Portfolio with Mark W. Johnson, CFA & Managing Director - Optimum Investment Advisors

4 Hidden Risks To A Diversified Portfolio with Mark W. Johnson, CFA & Managing Director - Optimum Investment Advisors

31 Minuten

Beschreibung

vor 6 Jahren

Today's interview (10.3.19) is with Mark W. Johnson, CFA Managing
Director, of Optimum Investment Advisors with over $500 million
in assets under management. Mark has been in the business for
decades and shares what he has learned along the way. Mark also
tells you how the financial services space has evolved over the
decades and how to avoid common mistakes he see's people make
over and over again. Mark also gives you 4 hidden risks to a
diversified portfolio and answers the following questions:  


1)      How do I manage my overall
portfolio volatility?


2)      How do I manage the need to
generate income in a low return world?


3)      How can I manage growing the
value of the account without taking on too much risk?


4)      How can I protect myself in the
event of a large selloff or global economic/financial crisis?


Mark can be reached at:
Phone: (312)- 456- 3341
Website: https://www.optimuminvestment.com/

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