How To Determine Which Portfolio To Invest In
How To Determine Which Portfolio To Invest In

How To Determine Which Portfolio To Invest In

Reitumetse ❤

14 min
Business & Finance
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<p>In today's episode <a href= "https://www.kathmere.com/team/nicholas-olesen-cfp" target= "_self">Nicholas Olesen</a>, CFP®, CPWA® answers a great question we received after the <a href="https://bit.ly/3l58FiV">How I Invest My Own Money</a> podcast episode:  What process do you use to actually determine the model portfolio for your clients?</p> <p>Nicholas also discusses:</p> <ul> <li>How to define risk need versus tolerance</li> <li>What to do when those two do not align</li> <li>How we view risk, in the volatility and also "looking different" lens</li> </ul> <p>Please send us feedback and any topic or questions you would like us to cover.  <a title="A Wealth of Advice" href= "mailto:nolesen@kathmere.com" target="_blank" rel="noopener">Email us at: nolesen@kathmere.com</a></p>

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timothyLeaf

timothyLeaf

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