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Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. Whether you’re working towards retirement or seeking ways to make philanthropy your goal, there is a road to get you there. It’s time to redefine what it means to have a richer life. 
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  2. What Does Wine Have to Do with Your Portfolio?

What Does Wine Have to Do with Your Portfolio?

Aug 31, 2024

Many wine enthusiasts understand that a wine's flavor can vary from year to year due to various factors, such as the effect of weather on the grapes. Similarly, in the realm of investments, your assets also have different 'vintages.' The performance of a security or fund can significantly differ based on the timing of your investment. On this podcast, Karl Eggerss will explain ways to reduce that particular risk.

The topics discussed in this podcast include:

  • Vintage Risk
  • Diversification
  • Dollar Cost Averaging

For more information, go to https://www.creatingricherlives.com

 #vintagerisk #diversification #investing #captrust @CAPTRUST