Michael DiJoseph, CFA works with financial advisors to help them to properly bring value and coach their clients. In this fascinating discussion, Mr. DiJoseph talks about: 1. The influence of politics on the markets. 2. How to THINK about large portfolio losses. 3. The importance of planning for goals, as opposed to, simply attempting to receive the highest possible rate of return in an investment portfolio. Email david@parallelfinancial.com with your financial questions or visit www.calendly.com/davidpf to book your consultation If you are a business owner, make sure to take your FREEDOM SCORE by going to www.allofmyassets.com/freedomscore and visit www.allofmyassets.com to learn how to increase the value of your business Visit www.weeklywealthpodcast.com to view all past episodes.
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