Why We Should be Talking About Investment Preservation More

How are you prioritizing preservation with your investments?

In today’s episode, Vince Esposito and Rob Isbitts explore the importance of preservation and how Sungarden’s philosophy of Avoiding Big Losses (ABL) gives them an advantage when building portfolios.Related: The New Challenge For Buy-And-Hold Investing

They discuss:

Why advisors need to assess short-term risk tolerance with clients

The misconceptions around bonds

How thinking outside the box helps them build portfolios for their clients

How Sungarden’s processes help them leave emotions out of investing

And more!

Join Vince and Rob now as they discuss Sungarden’s unique approach to building portfolios through preservation!

Resources: Sungarden Investment Research | How To Lose 17% Or More… Easily