Modern Money - Understanding Asset Allocation

Nov 16, 2020 · 24m 38s
Modern Money - Understanding Asset Allocation
Description

Asset allocation and diversification are crucial in planning your financial future. Peter and Jon cover several aspects of this in today's episode. What does it mean when your asset allocation...

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Asset allocation and diversification are crucial in planning your financial future. Peter and Jon cover several aspects of this in today's episode.

What does it mean when your asset allocation doesn't match your risk tolerance?

The importance of reviewing your financial plan.

Do you have a diversified portfolio, and how you can end up with unintended overlap.

Emotions and the stock market - how to avoid making emotional decisions about your money. This includes basing decisions on past performance.

Does your portfolio produce enough income, and how can we maximize that income?

How investing is like baking a pie.

Podcast listeners can contact Peter Bombara at PCB Financial for an evaluation of their portfolio.

Call Peter at PCB: 732-634-3620
Or visit online at www.PCBFinancial.com
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Author peter bombara
Organization peter bombara
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