How to Listen to Today’s Episode
Topics Discussed: How to Determine Your Risk Tolerance
- Time Horizon
- Liquidity Needs
- Human Capital
- Lifestyle Flexability
- Definition of Risk
- Historical Behavior
Resources:
- Investing Risk Tolerance: The Key to Building a Portfolio That Fits Your Goals
- A Most Important Decision: Asset Allocation
- The Determinants of Portfolio Performance, by Brinson, Hood, and Beebower.
Meet Your Host
Hosted by the Chief Executive Officer of Einstök Wealth Management, Jason T. Micheli, PhD. Jason shares practical advice on how to make smart decisions with your money and investments. Jason reveals the exact principles and strategies he uses to oversee the management of client assets.