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July 1, 2024 34 mins

Misconceptions about your Money – Chris Boyd and Jeff Perry explore common
misconceptions about money that can put your retirement plan in jeopardy. The
conversation starts out with diversification dangers of single stock investing. Chris offers
specific examples of mistakes people make and offers some guidelines to consider. Jeff
warns listeners that one cannot always rely on the name of a mutual fund or ETF as being
accurate to what the underlying investment holdings are. The conversation next includes
issues of asset allocation and market risk. Chris gives his thoughts that being a low-risk
investor presents its own concerns like inflation and ultimately asset depletion.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:


https://www.wealthenhancement.com/s/advisor-teams/amr

 

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