Download the report: How to Measure Your Risk Tolerance
Watch our webinar Investment Strategies for Volatile and Uncertain Markets.
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How to Measure Your Risk Tolerance
About the Webinar
Even during turbulent times, you can more comfortably ride out a financial storm if you’re prepared and have sound financial strategies in place. Gains and losses are part of investing. By using deliberate, time-tested approaches, you may be able to pursue your goals without feeling as though you need to constantly adjust your portfolio to react to today’s news.
Crystal Oculee
Chief Financial Strategies
There’s no way to know when the defining moments will be, but you can count on market swings to challenge your patience as an investor. It’s generally a case of when and not if it happens.
Expecting volatility and having a sound financial strategy in place may be the best defense when events roil the markets. This webinar may also help prevent you from making emotion-based investment decisions. In this one-hour webinar, you will learn:
✔︎ Steps to building a stronger portfolio
✔︎ Assessing your investment options
✔︎ Factors that influence the economy and the financial markets
✔︎ Utilizing fundamental tactics to enhance your investing potential
✔︎ How events have influenced stocks
✔︎ Developing a sound financial strategy
✔︎ Overcoming risky behavior
✔︎ Keeping expectations in c heck and preparing for the unexpected
Meet the Presenter
Crystal Oculee
- Certified Tax Specialist®
- Certified Income Specialist®
- Certified National Social Security Advisor®
- Certified Estate and Trust Specialist®
- Certified Fund Specialist®
Crystal Oculee is the Chief Financial Strategist of the Confidence Wealth group. She is the author of Money Confidence: Advice for Women to Take Control of Their Financial Freedom Now. She is also a fiduciary wealth manager and a national financial motivational speaker. She is a TV and radio personality who has appeared on CBS News, Fox, ABC, NBC, KFI, KTLK, KRLA, KDAR, and KKLA. Shae has been featured in Oprah.com and in publications such as Entrepreneur, Yahoo! Finance and Redbook magazine.
With a deep understanding of retirement and financial issues and a passion for change, she has taught thousands to take positive action in their lives and stand up for themselves, their money, and their futures.
Crystal has been a guest speaker at numerous events sponsored by organizations such as the National Active and Retired Federal Employees Association (NARFE). the Screen Actors Guild (SAG), the Motion Picture & Television Fund (MPTF), California Women’s Conference, the Los Angeles Women’s Expo, An Empowered Woman, and the Guam Women’s Leadership Retreat.
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Confidence Wealth Management LLC (CWM) is a registered investment adviser in Nevada and California. Confidence Wealth & Insurance Solutions LLC (CWIS) is licensed under the NV Department of Insurance, license no. 3558680 and CA Department of Insurance, license no. 0K83183. CWM and CWIS are two separate affiliated companies. Consult with an attorney or CPA for usage of tax or legal concepts. Confidence Wealth Management LLC, its affiliated companies, and their representatives do not give legal or tax advice. This video may contain information that are close approximation to the totality of information available to us and not necessarily specific within regards to one situation or another. Some opinions and statements are informational. They are not investment advice as they may not be complete in terms of all details needed to affect an action you wish to undertake, investment strategy or plan. Pursuant to IRS Circular 230, the video is not intended to provide specific legal, tax, or investment advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. No estimates used are a promise of return. Also, many opinions are summaries and may not reflect all pertinent facts relevant to you. Nothing said herein should be used as a basis for investment decision unless you consult with your Confidence Wealth financial advisor. Past performance does not indicate future results. As you know, no one can predict the future. Thus, any forecast in this video is intended strictly as a possible future outlook and not a statement of fact as there could be any scenarios that are not in your favor when making a decision. You must examine all adverse and negative implications on any forecast when made. All information is based on the date of the video and may not be valid, may change, and/or may not be true any longer as time passes. Any information given is to be considered general and should not be undertaken without consulting with a Confidence Wealth Financial Professional that can understand your unique situation and give you a customized solution with a complete disclosure.