Investing and risk go together like peas and carrots, and one of the jobs of your advisor is to weigh these risks against one another to develop a strategy that fits your particular investment profile. Donna discusses the process of weighing sequence of returns risk against the risk of market exposure. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie.

Host: Donna Sowa Allard, CFP®, AIF®;  Air Date: 5/21/2024. 
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Investing and risk go together like peas and carrots, and one of the jobs of your advisor is to weigh these risks against one another to develop a strategy that fits your particular investment profile. Donna discusses the process of weighing sequence of returns risk against the risk of market exposure. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 5/21/2024. 
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Weekdays
7p-8p

Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth.

Sowa Financial Group Inc.

24 Albion Rd. Ste. 340

Lincoln, RI 02865

(401) 434-8090

Weekdays 7p-8p
Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member <a href="http://www.FINRA.org">www.FINRA.org</a> + <a href="http://www.SIPC.org">www.SIPC.org</a>, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth.
Sowa Financial Group Inc.
24 Albion Rd. Ste. 340
Lincoln, RI 02865
(401) 434-8090

Don Sowa's MoneyTalk

The MoneyTalk team is back with original programming every weeknight at 7pm on WPRO. To listen any time, hear our latest episodes below, or subscribe to "Don Sowa's MoneyTalk" wherever you get your podcasts!

The MoneyTalk team is back with original programming every weeknight at 7pm on WPRO. To listen any time, hear our latest episodes below, or subscribe to "Don Sowa's MoneyTalk" wherever you get your podcasts!

Weighing Your Risks

Having property passed down to you may sound like good fortune, but how to handle it is often not as straightforward as you may think. Donna and Nathan discuss considerations for those inheriting a home. Also on MoneyTalk, the European Central Bank announces their first rate cut in 5 years, the SEC puts pressure on meme stocks, and Stock Trivia: Two Truths and a Lie.


Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 6/6/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Having property passed down to you may sound like good fortune, but how to handle it is often not as straightforward as you may think. Donna and Nathan discuss considerations for those inheriting a home. Also on MoneyTalk, the European Central Bank announces their first rate cut in 5 years, the SEC puts pressure on meme stocks, and Stock Trivia: Two Truths and a Lie. 
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 6/6/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Inheriting a Home 

When shopping mutual funds, sorting through the vast number of categories can be a bit like picking from a ten page French restaurant menu. Nathan and Steve explain the differences between the various fund categories to help you make sense of the many available options. Also, on our MoneyTalk Moment in Financial History, our hosts tell the story of how Charles Schwab helped to bring Wall Street to the middle class.


Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais;  Air Date: 6/5/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

When shopping mutual funds, sorting through the vast number of categories can be a bit like picking from a ten page French restaurant menu. Nathan and Steve explain the differences between the various fund categories to help you make sense of the many available options. Also, on our MoneyTalk Moment in Financial History, our hosts tell the story of how Charles Schwab helped to bring Wall Street to the middle class. 
Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Air Date: 6/5/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Mutual Fund Translator

To achieve diversification you need a mix of non-correlated assets, but over recent years the correlation gap between stocks and bonds has been closing, leaving investors unsure of where to go to manage their risk. Donna and Nathan discuss alternatives to bonds for those looking to build a well diversified portfolio. Also on MoneyTalk, family budgeting practices, and Stock Trivia: Two Truths and a Lie.


Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®;  Air Date: 6/4/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

To achieve diversification you need a mix of non-correlated assets, but over recent years the correlation gap between stocks and bonds has been closing, leaving investors unsure of where to go to manage their risk. Donna and Nathan discuss alternatives to bonds for those looking to build a well diversified portfolio. Also on MoneyTalk, family budgeting practices, and Stock Trivia: Two Truths and a Lie. 
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 6/4/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

Weighing Your Risks

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