Best In Wealth Podcast

020 – Five Key Decisions Every Investor Needs To Make


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There are five key decisions every investor needs to make:
1. The Do-It-Yourself Decision – Should you try to invest on your own or seek help from an investment professional? And if so, which type of advisor is best?
2. The Asset Allocation Decision – How should you allocate your investments among stocks, bonds and cash?
3. The Diversification Decision – Which specific asset classes within these broad categories should you include in your portfolio, and in what proportions?
4. The Active Versus Passive Decision – should you favor an actively managed approach to investing that seeks to outsmart the market, or a more passive approach that delivers market-like returns?
5. The Rebalancing Decision – When should you sell certain assets in your portfolio and when should you buy more?
Find out the answers to these questions in this episode of Best In Wealth…….
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Best In Wealth PodcastBy Scott Wellens

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