full

full
Published on:

14th Sep 2021

Advance Your Wealth - From Savers to Investors

In this special installment of Advance Your Wealth, Homer dives into the investment philosophy at Konvergent Wealth Partners, which focuses on allowing clients to construct portfolios that can weather all seasons.

Listen as Homer explains the value behind diversifying your portfolio to ensure a smooth performance across all times of the year.

Sit back, relax, and enjoy this special edition of Advance Your Wealth!

Timecodes:

0:05 - Overview on the Konvergent Wealth Partners investment philosophy

0:44 - The origin of this philosophy

2:07 - The problem is we've had to turn from savers to investors

3:25 - Various estimates of what investors needed to earn 7.5%

4:45 - Closing remarks


Connect with Homer Smith:

Facebook

LinkedIn

Website


Next Episode All Episodes Previous Episode

Listen for free

Show artwork for Advance Your Wealth With Homer Smith

About the Podcast

Advance Your Wealth With Homer Smith
Financial advice to generate the results you expect and desire
Advance Your Wealth With Homer Smith provides you and your business with the financial advice needed to make calculated decisions moving forward. With over 18 years of industry experience, Homer Smith, Private Wealth Advisor with Konvergent Wealth Partners, understands the importance of a commitment to customer service and strives to help clients pursue their financial goals towards aspirations and retirement.

Each episode we'll take a deep dive into a different complex topic surrounding personal and business wealth management. So sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and topics.

Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor.