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44. Investing for Your Future with Chris Tresse

Episode Summary

Fear is a great motivator, but it doesn’t always get us moving in the right direction. Many people panic when the market goes down and pull out of their investments. But when you’re strategic about how you plan for your future you reduce your stress knowing you can weather these ups and downs and that you’re on track to reach your goals, regardless of what the market may do in any given month or year. My guest today is Chris Tresse, a principal with Bernstein, the global money management firm with offices in 25 countries. He’s been in the business of managing investment portfolios for high net worth families and charitable foundations for more than 20 years, is Chair of the Rady Children’s Hospital Foundation Board and is a member of their investment committee that oversees a $1.5B endowment. 

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Key Takeaways To Tune In For

  • [01:57] Why is it the time to be strategic and not fearful 

  • [03:05] 3 tailwinds that help grow your money 

  • [05:03] What is a diversified portfolio 

  • [07:59] How can you become an investor 

  • [11:05] Developing an investment strategy 

  • [14:15] How can you allocate a portfolio 

  • [16:00] Investing is necessary to achieve financial independence

  • [18:10] Investing is a game of persistence and patience  

  • [19:00] Chris’s parting works

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