Model Portfolio Guide

Determining what to invest in can be challenging for even the most seasoned investors. Download our free model portfolio guide and get a handle on your level of risk

Model Portfolio Guide

What You Need to Know About This Guide

We consider your behavior and approaches to investing as well as eight model scenarios.  The amount of risk you are comfortable with will help determine the asset allocation of your portfolio.  When the market is relatively stable, the brain generally resides in a relaxed state. When the market is volatile, the brain elevates to a scared or even angry state.  These elevated states make it difficult for investors to keep from inflating possible risk and danger.  Even savvy investors with an understanding of investing principles begin to make rash decisions during periods of market volatility.  The model portfolio guide covers:

      • Psychological behavior
      • Approaches to investment
  • Cognitive biases
  • 8 Model portfolios

 

Get Our Free Model Portfolio Guide

We all know there is a lot of misinformation on the web.  That’s why, as part of our GWA Gives© program dedicated to helping others, we believe in sharing free material so people have a trusted source to rely upon.


While these approaches to investment can be complicated, we will be happy to answer any questions you might have.  You can reach one of our convenient offices listed on the Contact Us page or by filling out the chat form below.

Learn about our 3P Approach© to financial planning

Read More