As we know the markets have been volatile lately. Risk management is important in this environment.
Nat Webb is a Principal and Financial Planner in the Ipswich office. He speaks to Dan Miles, a Chief Investment Officer at Innova Asset Management about how to approach this environment including the importance of active portfolio management and communication with clients.
Recently referred clients, Sally and Doug had decided that they would like to be able to retire in ten years and they came to see us for advice on how to make their dream a reality. They are passionate adventurers and have a bucket list of challenges they want to tick off, including a trek in the Yellowstone National Park. Sally and Doug were conscious that to do this, a younger retirement would be beneficial, so they had set a goal of retiring at 55.
