S7, Episode 3 - Asset Allocation

Understand the concept of asset allocation

Asset allocation is a method of diversifying a portfolio by spreading investments among different asset categories. The idea behind this strategy is to paint with a broad brush while maintaining an overall risk management strategy.

 

In this Podcast episode, Dave talks about…

• Financial Planning
• Elaborating Asset Allocation
• What is a Risk Tolerance Questionnaire?
• How to use a Risk tolerance questionnaire?
• How Proactive do you want your advisor to be?
• What are the 2 basic kinds of investment types?
• Three basic principles that financial advisers put to work every day

Resources Mentioned:

For free 30 minutes strategy session with Dave Denniston

Contact: 612-284-2409

Morningstar

 

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

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