EXCELSIOR CAPITAL PRESENTS

Preserve and Grow Your Portfolio Amidst Market Volatility

Kristin Bell is passionate about advising high-net-worth clients on all aspects of their financial lives.
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Podcast: Preserve and Grow Your Portfolio Amidst Market Volatility

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

Links Mentioned:

Website: https://simonquickadvisors.com 

Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/ 

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