Episode 5 – Why We Should be Talking About Preservation More

How are you prioritizing preservation with your investments?

In today’s episode, Vince Esposito and Rob Isbitts explore the importance of preservation and how Sungarden’s philosophy of Avoiding Big Losses (ABL) gives them an advantage when building portfolios. They discuss:

  • Why advisors need to assess short-term risk tolerance with clients
  • The misconceptions around bonds
  • How thinking outside the box helps them build portfolios for their clients
  • How Sungarden’s processes help them leave emotions out of investing
  • And more!

Join Vince and Rob now as they discuss Sungarden’s unique approach to building portfolios through preservation!

Resources:  Sungarden Investment Research | How To Lose 17% Or More… Easily

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Investing involves risk including possible loss of principal.  

Vince Esposito and Rob Isbitts are an Investment Advisor Representatives with Dynamic Wealth Advisors dba Sungarden Investment Research. All investment advisory services are offered through Dynamic Wealth Advisors. The material in the podcast has been distributed for informational purposes only.  The material contained in this podcast is not a solicitation to purchase or sell any security or offer of investment advice. No part of this podcast may be reproduced in any form, or referred to in any other publication, without express written permission.

Vince Esposito and Rob Isbitts are also the sub advisors of the Dunham Alternative Dividend Fund. Investors should consider the investment objectives risk factors charges and expenses of the Dunnam Alternative Dividend Fund carefully before investing. This and other important information is contained within the fund’s prospectus which may be obtained by contacting your financial adviser or by calling toll free 800-442-4358. Please read prospectus materials carefully before investing.