Presilium Private Wealth
Schedule
Investing & Markets

Financial Planning Friday’s – A Plan for Success

This is a short series-intro stub pointing to Financial Planning Fridays Episode 5, which covers a key way to manage portfolio risk. The full episode explains measuring risk by comparing the retirement income you need each year against the cash and short-term bonds you hold.

Jerry DavidseFinancial Planning Fridays

This is a short series-intro stub pointing to Financial Planning Fridays Episode 5, which covers a key way to manage portfolio risk. The full episode explains measuring risk by comparing the retirement income you need each year against the cash and short-term bonds you hold.

Key takeaways

  • Episode 5 of Financial Planning Fridays focuses on a practical way to measure and manage portfolio risk.
  • This stub duplicates the content of the full FPF #5 episode and should be consolidated into it.
  • Risk management becomes especially important as investors approach retirement.
  • Presilium measures risk by comparing annual income needs to short-term, lower-risk holdings.

Episode #5 – A Key Way to Manage Risk

More on Investing & Markets

Written by

Jerry Davidse

Chief Executive Officer · CFP®

Related

More from our team

General

Financial Planning Fridays #127: Our Core Investment Belief

Presilium shares its core investment belief: the world continues to improve over time, and owning a diversified set of quality businesses through stocks is one of the most effective ways to grow family wealth over the long term. The video frames this philosophy as the foundation for staying invested through market cycles.

Learn more

Financial Planning

Financial Planning Fridays #126: The Worst Investment Strategy

After two strong years for the S&P 500, record amounts of new money have flowed into the index even as it has grown more expensive. This Presilium video explains why chasing the recent top performer can be one of the worst long-term strategies and makes the case for diversification and discipline over recency bias.

Learn more

Investments

Financial Planning Fridays #125: Consistency Counts

This Presilium video explains why consistency is often overlooked when evaluating investment returns. Historically, a portfolio that delivered steadier, more reliable returns has at times outperformed a more volatile one, because smaller drawdowns can compound more favorably and may help investors stay the course toward their long-term goals. Past performance does not guarantee future results; this is educational, not investment advice.

Learn more

Turn insight into a plan

The first conversation is 30 minutes, no preparation needed.

Schedule a ConversationMore insights