31. The Concept of Asset Allocation
31. The Concept of Asset Allocation

31. The Concept of Asset Allocation

verona_stalcia

25 min
Business & Finance
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<p>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.</p> <p>If you have questions about the allocation of your investments, we'd love to hear from you! Email <a href= "mailto:kate@egwealth.com" target="_blank" rel= "noopener">kate@egwealth.com</a> with your questions.</p> <p><a href="https://www.egwealth.com" target="_blank" rel= "noopener">https://www.egwealth.com</a></p>

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