About this episode
This episode simplifies investment risk management and offers insights for building smarter portfolios.
Simplifying Investment Risk: Key Insights for Smarter Portfolios Description In this episode of the Keep It Simple Podcast, host Joey Badinger, joined by Adam Morse, Janet Griffith, and Tommy Williams from AssetBuilder, explores the essentials of investment risk. Learn how to assess risk tolerance and capacity, understand key metrics like standard deviation and beta, and discover strategies for building a risk-adjusted portfolio. Whether you're a DIY investor or working with an advisor, this episode simplifies risk management to help you invest smarter. Email podcast@assetbuilder.com or visit assetbuilder.com for more insights. Timestamps & Main Topics [00:00:00] Introduction to Risk in Investing [00:02:00] Assessing Risk Tolerance and Capacity [00:08:00] Tips for Self-Assessing Risk [00:16:00] What Is a Risk-Adjusted Portfolio? [00:20:00] Technical Risk Metrics [00:34:00] Role of Advisors in Risk Management Hashtags #KeepItSimplePodcast #AssetBuilder #JoeyBadinger#InvestmentRisk #RiskTolerance #FinancialPlanning #InvestingTips #PortfolioManagement Keywords Investment risk, risk tolerance, risk capacity, risk-adjusted portfolio, standard deviation, beta, value at risk, max…
People in this episode
Host: Joey Badinger
Guests: Adam Morse, Janet Griffith, Tommy Williams
Topics covered
- Introduction to Risk in Investing
- Assessing Risk Tolerance and Capacity
- Tips for Self-Assessing Risk
- What Is a Risk-Adjusted Portfolio?
- Technical Risk Metrics
- Role of Advisors in Risk Management
Keywords
- Investment risk
- risk tolerance
- risk capacity
- risk-adjusted portfolio
- standard deviation
- beta
- value at risk
- max drawdown
- correlation coefficient
- bond duration
- credit risk
- diversification
- fiduciary advisor
- efficient frontier
- financial education
- Plano Texas financial advisor
Mentioned in this episode
Books & works: Keep It Simple
Places: Plano Texas
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