Thu, 11 April 2013
Do you understand what asset allocation really means? In this podcast, Chad Burton, CFP®, explains how using asset allocation to build a more diversified portfolio can help you reach specific goals while taking on as little risk as possible. You’ll also learn about types of assets classes and the three most critical elements behind asset allocation: standard deviation, beta and the consistency of returns.
Direct download: What_asset_allocation_means_strategic_moves_alternative_investments_picking_funds_and_ETFs.mp3
Category:Asset Management -- posted at: 12:00am PDT
Tue, 12 March 2013
Monday Money 2.0 Podcast | “Tax-Efficient Investing & Balanced Portfolio Growth”, 03 12, 2013 | Commercial-Free
In this episode, Chad Burton, CFP®, discusses asset allocation, asset location and tax-efficient investing as well as a balanced growth portfolio example. Chad also discusses rebalancing and international investing, fixing IRA mistakes, rental properties, 1031 exchanges and the "two out of the last five years" rule.