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Portfolio Risk

  Channels: Practice Development | Posted 6/15/2016

Bob Peelman discusses the importance of knowing your personal tolerance for risk as well as the risk of your current portfolio. This video describes some of the tools that experts use to assess these factors.

To obtain a free copy of "For Doctors Only: A Guide to Working Less and Building More" visit the OJM Bookstore and enter the promo code EYETUBE.

ABOUT THE AUTHOR
Bob Peelman, CFP® is the Director of Wealth Management at OJM Group, and oversees the firm’s wealth management practice. He has over 12 years of experience in wealth management, where his career has focused on serving the needs of successful individuals, families, endowments, and foundations. Bob works with clients to help manage their wealth responsibly, grow it tax-efficiently, and maintain it for years to come so that it fulfills the lifestyle they want to lead. Prior to joining OJM, Bob was a financial advisor with Morgan Stanley.
Bob graduated from the University of Kentucky with a Bachelor of Science in Business Administration and has earned the designation of Certified Financial Planner™.

Asset Protection • Business • Earnings & Financials


ABOUT THE AUTHOR
Bob Peelman, CFP® is the Director of Wealth Management at OJM Group, and oversees the firm’s wealth management practice. He has over 12 years of experience in wealth management, where his career has focused on serving the needs of successful individuals, families, endowments, and foundations. Bob works with clients to help manage their wealth responsibly, grow it tax-efficiently, and maintain it for years to come so that it fulfills the lifestyle they want to lead. Prior to joining OJM, Bob was a financial advisor with Morgan Stanley.
Bob graduated from the University of Kentucky with a Bachelor of Science in Business Administration and has earned the designation of Certified Financial Planner™.

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