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Preserve and Grow Your Portfolio Amidst Market Volatility with Kristin Bell
Episode 1145th September 2022 • The Capital Club • Brian Adams
00:00:00 00:31:59

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Kristin Bell is passionate about advising high-net-worth clients on all aspects of their financial lives. She helps them think through and facilitates action needed to implement their estate plan, retirement plan, insurance coverage, funding education for children and/or grandchildren, and charitable giving strategies, and she does ongoing tax planning as it relates to their investment portfolios, which she customizes based on a client's appetite and ability to take risk and their need for liquidity. She has worked in financial services for 25 years and earned the right to use the Chartered Financial Analyst designation in 2004. She is also a Certified Financial Planner, and her firm Simon Quick Advisors, is a registered investment advisory firm with $5 billion in Assets Under Management, based in Morristown, NJ.

Key Highlights:

[00:01 -09:31] How to Preserve and Grow Your Portfolio Amidst Market Volatility

  • The financial mistake people with large portfolios make
  • Protecting your portfolio from a volatile market
  • In saving and investing, consider your age, and the market conditions
  • Volatility is different from risks. Risk is when there’s a permanent loss of capital

.[09:32 - 19:00] Investment and Portfolio Management

  • Holistic wealth planning can enhance your share portfolio than stock picking
  • Work with brokers that can effectively manage your taxes and rebalance your portfolio to your advantage
  • The common financial mistakes Kristin’s firm sees in new clients

.[19:01 - 30:12] Investment Strategies for The Long Term

  • Understanding the decision-makers in an estate plan
  • Kristin’s view on using multiple managers to handle a portfolio
  • Keep the long-term perspective in investing 

[30:13 - 32:00] Closing Segment

Email Kristin via and check out his website for more information!

Key Quotes:

“In our 50s, we realize that we do have a lot to lose and less time to recoup losses.” - Kristin Bell

“We have to put our client's interests ahead of our own, which is a really important distinction between brokers and, and someone at a registered investment advisory firm like ours.” - Kristin Bell

Connect with Kristin:



Connect with me on LinkedIn!

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