Previous Episode: Retirement Tax Strategies

Kelley demonstrates all of the considerations in gauging someone’s risk tolerance with questions to help determine the kind of investor they are to how they would react in the event of negative market activity.   She featured comments from Warren Buffett on staying the course and discussed how we should look at bonds in today’s climate.


You can reach Kelley Slaught by calling 800-810-8060.


California Wealth Advisors

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