Global Wealth Advisors
Financial Planning and Wealth Management
When investment pundits start a trend, how do you assess whether it will work for you? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin Curley examine asset allocation strategies including equity, 60/40, alternatives, 50/30/20, and some of the currently fashionable investor trends making the rounds.
Asset Allocation and Investor Trends: Find it Fast
1:20 What is a wealth manager vs financial advisor
2:00 Addressing typical questions during discovery
3:00 Determining risk appetite
4:21 Accumulation phase and equity portfolios
11:52 Balance fund 60/40 portfolio
16:10 Alternative profile and 50/30/20 portfolio
21:10 What about those popular portfolio styles people hear about?
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