Our senior advisors Karen Heider and Mike Alexander discuss key investment strategies to manage risk and reward going into 2025. Learn how about diversification, dollar cost averaging, and rebalancing portfolios to prepare for economic uncertainties. The conversation covers topics such as interest rates, inflation, geopolitical risks, and the performance of various asset classes. Learn how to allocate assets wisely and build portfolios that can ride through volatile times. Don’t miss out on expert advice to help you stay invested and manage risk effectively in the upcoming year.
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The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. Material provided by Concenture Wealth Management.