We recently had our Quarterly Market Update Webinar, which you can replay here. However, we are excited to delve deeper into a crucial aspect of investing with our Portfolio Manager, Charles “Chad” NeSmith, CFA, CFP®. Chad is here to provide some extra credit by discussing individual stock risk compared to the risk associated with holding mutual funds or ETFs. In today’s ever-evolving financial landscape, gaining insights into these differences can be invaluable for shaping your investment strategy.
Watch the video below and hear Chad break down these essential concepts and offer guidance for navigating the complexities of the market.