With all of the economic turmoil and volatility lately, many investors are left wondering what to do with their wealth. In this episode of Everyday Wealth™, Soledad O’Brien is joined by analyst Jake Novak to share what’s happening in financial news and what it actually means for investors. Edelman Financial Engines wealth planner Brian Leslie joins Soledad to provide tactical steps people can take in a bear market. Later in the episode, as a part of our new monthly segment called Investing Sense, Dr. Wei Hu, vice president of financial research for Edelman Financial Engines, explains how behavior such as narrow framing can get in an investor’s way.
This show is pre-recorded, and any callers are prescreened.
Dollar Cost Averaging does not assure a profit or protect against a loss in a declining market. For the strategy to be effective, you must continue to purchase shares in both up and down markets. As such, an investor needs to consider his/her financial ability to continuously invest through periods of low-price levels.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.
