Mastering Wealth Management in Market Volatility, Bond Risks and Inflation
What's the difference between saving for a trip versus accumulating wealth for your retirement? Short-term financial planning is essential in helping manage your finances effectively, while long-term planning ensures you’re surviving beyond year-to-year. Economic uncertainty, heightened cost of living, how are investors using financial planning to cope with the drastic changes, and is there much to do when it comes to balancing risk with financial appetite?
As a Private Wealth Manager at Select Investors, Danielle Teboul comes armed with financial knowledge, navigating and educating clients on market and short time volatility, while helping them focus on building a diverse and long-term portfolio to weather the storm.
As an educator aimed to help with various teaching materials such as blogs and podcasts, Danielle proceeds to dive into,
- The importance of assessing and aligning your client’s risk profile with the risks that comes with high-yield bonds.
- High-yield bonds versus investment grade bonds, should you be looking at the rate of returns or a more controlled volatility?
- Commodities rise as inflation increases, hedging against inflation, but is it suitable for all clients fighting against inflation?
Catch the full interview now!
“The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. This video is a general communication being provided for informational purpose only. It should not be relied upon as financial advice and it does not constitute a recommendation, an offer or solicitation. No responsibility can be accepted for any loss arising from action taken or refrained from based on this publication. All information presented herein is considered to be accurate at the time of production, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted.”