How many stocks should you own?

We’ve gotten a few questions lately about how many stocks should be in a portfolio, and (as with so many things) the answer leads us back to some wisdom from Brian’s man crush Warren Buffett.

We’ll talk about why less is more. We’ll talk about how much time we spend researching the stocks we buy for clients. We’ll also talk about the trade war with China and toss in a figure skating reference right at the end, just to make Sarah in our office very, very happy.

Here’s to wise investing,

Iron Gate Global Advisors

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This podcast is for educational purposes only and is not a recommendation to buy or sell securities. Please consult with a financial professional before investing. Past performance is not indicative of future results. There is risk in any investment.




How to have a no-worries approach to living longer in retirement

Developments in health care technology are suuuuper cool! The things we can do nowadays are impressive to the nerdiest of nerds, and they result in a longer life expectancy…which is good, right?
Of course! It just means you’ll probably need your assets to last longer during retirement. And that might sound intimidating, but it’s not. We’ve got a strategy that will get you there. Have a listen to find out what we suggest.
Here’s to wise investing,
Iron Gate Global Advisors