31. The Concept of Asset Allocation
Manage episode 353485316 series 2907828
An important part of establishing investments within a portfolio involves setting up the appropriate allocation of funds amongst those various investment classes to achieve the client's goals. Michael Kolb, CFP®, a founding member of Evergreen Wealth Solutions, is our guest for this topic.
If you have questions about the allocation of your investments, we'd love to hear from you! Email kate@egwealth.com with your questions.
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