What Smart Investors Are Doing With Their Portfolios Right Now

About this episode

Bob and Brian discuss how investors are managing their portfolios amidst rising geopolitical tensions and provide strategies for volatility and long-term planning.

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down why investors aren’t panicking despite rising geopolitical tensions, what that means for your portfolio, and how to prepare for volatility with smart planning, liquidity, and tax strategies—plus insights on life insurance decisions, concentrated stock risk, selling a business, Roth conversions, and why having proactive family conversations about long-term care matters more than ever.

People in this episode

Hosts: Bob, Brian

Topics covered

• investing
• geopolitical tensions
• portfolio management
• volatility planning
• life insurance
• long-term care

Keywords

• investors
• portfolio
• geopolitical tensions
• volatility
• life insurance
• Roth conversions
• long-term care

Mentioned in this episode

Organizations: Allworth Financial

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