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How do you diversify correctly? Michael Philbrick has an idea of the good, bad and ugly of asset allocation. We'll talk about flaws in benchmarking, problems in expectations, and setting your portfolio up to win.
In headlines, we share horrible news for investors with money in the Caymens, on the Quotacy hotline Brent asks about allocating his investments, in the letters section Kevin asks about 529 plans....AND we also have more headlines, more letters, Doug's trivia and more!
It's an action-packed episode!
Thanks to MagnifyMoney.com and SoFi for sponsoring our podcast!
By Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP4.4
19291,929 ratings
How do you diversify correctly? Michael Philbrick has an idea of the good, bad and ugly of asset allocation. We'll talk about flaws in benchmarking, problems in expectations, and setting your portfolio up to win.
In headlines, we share horrible news for investors with money in the Caymens, on the Quotacy hotline Brent asks about allocating his investments, in the letters section Kevin asks about 529 plans....AND we also have more headlines, more letters, Doug's trivia and more!
It's an action-packed episode!
Thanks to MagnifyMoney.com and SoFi for sponsoring our podcast!

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