DO MORE WITH YOUR MONEY

Creating A Framework For Portfolio Construction Through Planning 💡


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Portfolio construction can get very complicated very quickly. In this podcast episode, I share my framework for constructing an investment portfolio by focusing on financial planning fundamentals.

The more complicated you get with investment selection, the harder it is to manage asset location and disciplined rebalancing across different account types.

Hunt the antelope, not the mouse.

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DO MORE WITH YOUR MONEYBy TJ van Gerven

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