Are Stocks Risky? Interview with Michael Edesess- Season 1: Episode 6
Does rebalancing one’s portfolio actually reduce risk? Is there any value in benchmarking investments?
Financial advisor Christopher Panagiotu, CFP®, CRPS®, speaks with Michael Edesess, Chief Investment Strategist of Compendium Finance about the idea of rebalancing, and why it may not be everything that people in the financial services industry often say it is. They also discuss Michael’s views on buy-and-hold investing, passive investing, whether diversification makes sense these days, as well as his opinion on just how risky stocks actually are.
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No client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.
Diversification strategies do not ensure a profit and cannot protect against losses in a declining market.
Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial. Michael Edesses nor Compendium Finance are not affiliated with Lucia Capital Group or LPL Financial.