EPISODE SUMMARY

When building an investment portfolio, the mix between stocks, bonds, cash and other assets is called Asset Allocation. Steven Guenther, CFP, joins me again to discuss this critical aspect of building an appropriate portfolio you can stick with for the long term.

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TOPICS IN THIS EPISODE

1. Defining various asset classes
2. What asset allocation means 
3. Understanding how asset allocation impacts your portfolio 
4. Deciding on your asset allocation and finding the appropriate investment to match

OTHER EPISODES

17. Investing Basics Part 1 - Stocks

18. Investing Basics Part 2 - Bonds

33. Are your Investments Appropriate for your Retirement Timeline?


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