1. Who and how stocks are determined to be “high quality”
2. Why are the portfolios that he manages primarily made up of quality stocks.
3. Psychological benefits of having a portfolio with low volatility.
4. Relative market performance for portfolios that consist of quality stocks.
If these concepts resonate with you or you have any other financial planning matter that you would like to discuss, please email [email protected] or CLICK HERE to set up a complimentary virtual appointment with David Chudyk.
Retirement planning is not about retirement. That's the provocation David opens with — and he means it. This episode isn't another checklist. It's a ground-up rethink of what the 5-to-10-year sprint before retirement actually demands: emotionally, philosophically, and financially. [...]