In this episode, Julina shares a recurring past experience that she refers to as “the investment guy” to compare the distinct difference between the men and women she met at investment seminars. The topic she addresses is how women invest differently than men and the consequence that it may have on investment return (this is the good news!). The not so good news is the silent risk you can create if you invest too conservatively.
It’s all about a proper balance to your portfolio!
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Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180
