Tag: Wealth Strategy

The Art of Balancing Risk and Reward in Investing

The Art of Balancing Risk and Reward in Investing

Ever wondered how risk can transform into success? Maybe you’ve been dodging risk, thinking it’s synonymous with danger. But is that the whole story when it comes to investing?

Join MCM Wealth’s strategic advisor Kirk Loury as he flips the script on investment risk. Dive into an eye-opening discussion on how understanding investment risk can pave the way to more informed decisions. Kirk redefines risk by focusing on managed probabilities, offering valuable insights into investment strategies that account for various risk factors. 

Kirk discusses: 

  • The true nature of investment risk and its connection to probabilities. [00:02:18]
  • Key types of investment risks every investor should be aware of. [00:05:24]
  • The importance of standard deviation and risk metrics in your portfolio. [00:11:28]
  • Differentiating between risk tolerance and risk capacity. [00:17:47]
  • The impact of time horizon on investment strategies and risk levels. [00:22:28]
  • How diversification mitigates unsystematic and systematic risks. [00:25:10]
  • Common emotional mistakes investors make. [00:30:48]
  • Effective strategies to hedge against risks using options and market tools. [00:33:21]
  • And more

Connect with Kirk Loury:

Diversifying Your Investments with the Core Satellite Approach

Diversifying Your Investments with the Core Satellite Approach

What makes a solid investment strategy? 

Kirk Loury, Portfolio and Wealth Strategist at MCM Wealth unravels the complexities of the core satellite portfolio structure. Discover how this approach balances risk and growth by blending a stable core with dynamic satellite investments for long-term success. 

Kirk discusses: 

  • The basic principles of the core satellite portfolio structure
  • The importance of distinguishing short, mid, and long-term portfolios 
  • Why the core holds stable assets like S&P 500 Index funds
  • Examples of satellite investments, including cryptocurrency and emerging markets
  • And more

Connect with Kirk Loury: