31. The Concept of Asset Allocation
Plan. Grow. Prosper
English - January 25, 2023 11:00 - 25 minutes - 37 MB - ★★★★★ - 3 ratingsInvesting Business Entrepreneurship cfp esg equities financial investing money retirement finance stocks Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: 30. What are Stocks and Bonds?
Next Episode: 32. Assessing Performance
An important part of establishing investments within a portfolio involves setting up the appropriate allocation of funds amongst those various investment classes to achieve the client's goals. Michael Kolb, CFP®, a founding member of Evergreen Wealth Solutions, is our guest for this topic.
If you have questions about the allocation of your investments, we'd love to hear from you! Email [email protected] with your questions.