Your Money. Your Mission.

Portfolio Management 101: What You Need to Know for Long Term Financial Growth

November 16, 2023 Johnson Financial Group Episode 11
Portfolio Management 101: What You Need to Know for Long Term Financial Growth
Your Money. Your Mission.
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Your Money. Your Mission.
Portfolio Management 101: What You Need to Know for Long Term Financial Growth
Nov 16, 2023 Episode 11
Johnson Financial Group

Wondering how to build a strong foundation for financial success? In this episode of “Your Money. Your Mission.”, Kelly speaks with Dominic Ceci, Senior Vice President and Director of Portfolio Management & Trading at Johnson Financial Group, to shed light on some key insights to help new investors navigate the complex financial landscape. This episode dives into the difference between bull and bear markets, how investors should focus on their emotional state to make smart long term decisions, the difference between equities and fixed income, active vs passive investing strategies, and more! Tune in to mitigate financial risk and build a strong foundation for the future. 

Submit a question on Your Money. Your Mission.

Show Notes

Wondering how to build a strong foundation for financial success? In this episode of “Your Money. Your Mission.”, Kelly speaks with Dominic Ceci, Senior Vice President and Director of Portfolio Management & Trading at Johnson Financial Group, to shed light on some key insights to help new investors navigate the complex financial landscape. This episode dives into the difference between bull and bear markets, how investors should focus on their emotional state to make smart long term decisions, the difference between equities and fixed income, active vs passive investing strategies, and more! Tune in to mitigate financial risk and build a strong foundation for the future. 

Submit a question on Your Money. Your Mission.