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Should we take investor trends seriously?

Feb 11, 2022
Should we take investor trends seriously?
Global Wealth Advisors Round Logo.
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?

Listen in to Your Money Momentum published twice monthly.

Music: PWISBYRuff

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