Preserve and Grow Your Portfolio Amidst Market Volatility with Kristin Bell

Kristin Bell is passionate about advising high-net-worth clients on all aspects of their financial lives. She helps them think through and facilitates action needed to implement their estate plan, retirement plan, insurance coverage, funding education for children and/or grandchildren, and charitable giving strategies, and she does ongoing tax planning as it relates to their investment portfolios, which she customizes based on a client's appetite and ability to take risk and their need for liquidity. She has worked in financial services for 25 years and earned the right to use the Chartered Financial Analyst designation in 2004. She is also a Certified Financial Planner, and her firm Simon Quick Advisors, is a registered investment advisory firm with $5 billion in Assets Under Management, based in Morristown, NJ.Key Highlights:[00:01 -09:31] How to Preserve and Grow Your Portfolio Amidst Market VolatilityThe financial mistake people with large portfolios makeProtecting your portfolio from a volatile marketIn saving and investing, consider your age, and the market conditionsVolatility is different from risks. Risk is when there’s a permanent loss of capital.[09:32 - 19:00] Investment and Portfolio ManagementHolistic wealth planning can enhance your share portfolio than stock pickingWork with brokers that can effectively manage your taxes and rebalance your portfolio to your advantageThe common financial mistakes Kristin’s firm sees in new clients.[19:01 - 30:12] Investment Strategies for The Long TermUnderstanding the decision-makers in an estate planKristin’s view on using multiple managers to handle a portfolioKeep the long-term perspective in investing [30:13 - 32:00] Closing SegmentEmail Kristin via [email protected] and check out his website https://simonquickadvisors.com for more information!Key Quotes:“In our 50s, we realize that we do have a lot to lose and less time to recoup losses.” - Kristin Bell“We have to put our client's interests ahead of our own, which is a really important distinction between brokers and, and someone at a registered investment advisory firm like ours.” - Kristin BellConnect with Kristin:Website: https://simonquickadvisors.comEmail: [email protected] Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.