• How Many Investment Firms Should I Split My Money Between?

  • Jan 9 2025
  • Length: 22 mins
  • Podcast

How Many Investment Firms Should I Split My Money Between?

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  • Summary

  • This episode explores the myths surrounding diversification and the importance of understanding various risk types in investment strategies. Hosts emphasize that merely spreading investments across institutions does not equate to true diversification and discuss risks such as single stock and sector concentration.

    • Discussing the importance of understanding diversification
    • Examining different risks associated with investments
    • Introducing single stock and sector concentration risks
    • Addressing misconceptions about the S&P 500 and diversification
    • Highlighting institutional protections for investors
    • The pitfalls of managing multiple investment accounts
    • Encouraging effective portfolio management and consolidation

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    Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
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