With all that is happening in the world, you may be asking yourself, does asset allocation still work? Is how you divided your investments doing what it should?
In today’s video, you’ll find the answer. Plus, there is a great free tool to show you some examples of asset allocation that is intended to help you control the risk of investing. If you’re in a hurry and just want to see the asset allocation models, go to www.assetallocationmodels.com.
Here are the highlights of today’s video.
0:00 Intro
1:54 I have a free tool for you!
2:54 What's causing you to worry?
6:34 Geek Alert! What's Standard Deviation?
8:55 Investment classes or categories
10:41 The Callan Periodic Table of Investment Returns
12:12 What are some uses for the asset classes?
13:43 There are times with nothing works
One of the more useful links in today’s video is to the Callen Institute. You can find more information about Callan at www.callan.com/periodic-table
To read the accompanying blog and get a better view of some of today’s examples go to https://richardsfinancialplanning.com/does-asset-allocation-still-work-2
This information is only for educational purposes only. It is not investment, legal, tax, or accounting advice. Please read the disclosure at the end of the recording.
With all that is happening in the world, you may be asking yourself, does asset allocation still work? Is how you divided your investments doing what it should?
In today’s video, you’ll find the answer. Plus, there is a great free tool to show you some examples of asset allocation that is intended to help you control the risk of investing. If you’re in a hurry and just want to see the asset allocation models, go to www.assetallocationmodels.com.
Here are the highlights of today’s video.
0:00 Intro
1:54 I have a free tool for you!
2:54 What's causing you to worry?
6:34 Geek Alert! What's Standard Deviation?
8:55 Investment classes or categories
10:41 The Callan Periodic Table of Investment Returns
12:12 What are some uses for the asset classes?
13:43 There are times with nothing works
One of the more useful links in today’s video is to the Callen Institute. You can find more information about Callan at www.callan.com/periodic-table
To read the accompanying blog and get a better view of some of today’s examples go to https://richardsfinancialplanning.com/does-asset-allocation-still-work-2
This information is only for educational purposes only. It is not investment, legal, tax, or accounting advice. Please read the disclosure at the end of the recording.