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Financial Planning #2: What Do I Need to Know about Investment Theory?

Financial Planning #2: What Do I Need to Know about Investment Theory?

Released Wednesday, 26th August 2020
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Financial Planning #2: What Do I Need to Know about Investment Theory?

Financial Planning #2: What Do I Need to Know about Investment Theory?

Financial Planning #2: What Do I Need to Know about Investment Theory?

Financial Planning #2: What Do I Need to Know about Investment Theory?

Wednesday, 26th August 2020
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Investment theory sounds pretty dry.  But a basic understanding of risk and our reactions to it can be very helpful in understanding our thinking about investments.  This episode looks at Modern Portfolio Theory, behavioral finance and our views of money and investments.

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Wealth and Understanding: Conversations with Riverview Trust Company

We try to demystify estate and financial planning, so that our clients and friends can make decisions they feel good about.

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