Show Notes
Each week, Michael Yoshikami, CEO of Destination Wealth Management, shares his perspective on the latest market developments, economic trends, and investment strategies to help investors stay informed and focused on long-term success.
In this episode, he covers:
How market volatility and time horizon can affect the appropriate level of portfolio risk Why reducing market risk too much may introduce other risks, including inflation and loss of purchasing power The importance of liquidity when building a portfolio that can adapt to changing financial needs How taxes can impact investment returns and long-term financial planning Why balancing multiple risks, including volatility, inflation, liquidity, taxes, and concentration is an important part of building an appropriate portfolio strategy
Learn more at www.destinationwm.com.
More from DWM Common Sense Podcast
Each week, Michael Yoshikami, CEO of Destination Wealth Management, shares his perspective on the latest market developments, economic trends, and investment strategies to help investors stay informed and focused on long-term success.
Each week, Michael Yoshikami, CEO of Destination Wealth Management, shares his perspective on the latest market developments, economic trends, and investment strategies to help investors stay informed and focused on long-term success.
Each week, Michael Yoshikami, CEO of Destination Wealth Management, shares his perspective on the latest market developments, economic trends, and investment strategies to help investors stay informed and focused on long-term success.
Each week, Michael Yoshikami, CEO of Destination Wealth Management, shares his perspective on the latest market developments, economic trends, and investment strategies to help investors stay informed and focused on long-term success.
Each week, Michael Yoshikami, CEO of Destination Wealth Management, shares his perspective on the latest market developments, economic trends, and investment strategies to help investors stay informed and focused on long-term success.