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How to Know When to Hold and When to Fold your Financial Plan & Advisor

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Today’s episode addresses the fallacy that if you didn’t sell it, you didn’t lose anything. With all asset classes in the doldrums this year, and third-quarter account statements coming out now showing huge losses for 2022, Ken gives some options on how to move forward with your financial plans and planners to make sure your investments are in alignment with your goals. Listen in for help in how to make some tough decisions about “knowing when to hold and when to fold”.

To learn more, visit:
https://dsetrading.com/

Listen to more episodes on Mission Matters:
https://missionmatters.com/author/ken-goldberg/