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!
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
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