Ask The Compound

The Simplest Stock Market Hedge

Aug 15, 2024
Alex Palumbo, a seasoned CFP and advisor with RWM, dives into the world of financial strategies. He discusses how bonds can effectively hedge against stock market declines while remaining viable in rising markets. The conversation highlights the psychological and financial challenges faced by investors with concentrated stocks, like Amazon. Additionally, they tackle the importance of choosing sound performance metrics for evaluating financial advisors, emphasizing the significance of personalized benchmarks in achieving true client satisfaction.
Ask episode
Chapters
Transcript
Episode notes