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There will always be risk in finance. Let experience and observation of reality guide you to controlling portfolio risk, and stick to your guns (and your homework) if your approach doesn't match up with the mainstream.
When clients and prospects are looking for answers, that's your opening to talk about market-neutral portfolios. Take this advisor's approach and you'll remove market risk, allowing you to focus on risks you can assess and improve investment performance.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025