Defining Your Investment Philosophy

Common Sense Financial Podcast

Defining Your Investment Philosophy

As with most things, many of us want a quick fix or quick answer to our questions.

What I have learned is that not everything can be answered with a quick cookie cutter answer. For instance, I am often asked ‘What should I be investing in?’.

Well, if I was simply trying to sell books or give a simple cookie cutter approach to investing, then this would be easy to respond to because I would say the same thing to everybody who asks.

Every investor operates with varying degrees of knowledge and experience with investing. In this podcast, I talk about some of the different investment philosophies that people have.

The podcasts posted here before July 1, 2022 are historical in nature and were previously approved by Kalos Management, LLC. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. Our firm is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the US Government or any governmental agency. The information and opinions contained herein provided by the third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm.

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