investment 101

In this episode, Walter shares a wealth of investment strategies and dives into exploring three fundamental types of investments you can consider giving a shot this year. Whether you're a seasoned investor navigating the intricate market terrain or just stepping into the world of investments, this episode delivers valuable insights and actionable tips, ensuring you are well-equipped to make informed decisions on your financial journey.

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Tune in to hear:

- Why is it often complicated to offer a simple and elegant solution for the common behavioral dilemmas that advisors face?

- Why might psychological shortcuts potentially lead to gender bias in asset allocation?

- Are there any salient differences between men and women, on average, in regards to risk tolerance?

- How can we systematize the information gathering process during client intake in order to give more equitable advice?

- Why is there often a discrepancy between where clients perceive value in working with an advisor and where the advisors themselves perceive they are adding value?

- What are some ways that advisors can prime their clients for more effective goal setting?

- If Samantha could offer just one small behavioral intervention to make life a little better for each of us, what would she suggest?

https://twitter.com/SamanthaLamas4

Compliance Code: 1116-OAS-6/27/2022
 

风险控制是每一位投资者必修的功课，而面对人生，我们同样要懂得未雨绸缪，为充满变数的生活做好准备。本期节目为你讲解重疾险的各种种类，教你如何选择适合自己的人寿保险。

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中美贸易战和英国脱欧等因素，影响了今年的全球经济表现。在充满不确定性的局势里，有报告认为反向型挂牌基金（inverse ETF）是投资者从动荡市场获利的理想工具。本期《理财万事通》为你详细介绍分析这个投资产品。

See omnystudio.com/listener for privacy information.