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When Should Your Asset Allocation Change?

When Should Your Asset Allocation Change?

FromAsk The Compound


When Should Your Asset Allocation Change?

FromAsk The Compound

ratings:
Length:
33 minutes
Released:
Nov 3, 2022
Format:
Podcast episode

Description

On episode 51 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM advisor, CFP, and CFA, Blair DuQuesnay to discuss how your asset allocation should change when your net worth grows, real returns for bonds, I-bonds, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!Check out The Compound shop: https://www.idontshop.comInvesting involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Blair DuQuesnay, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information.
Released:
Nov 3, 2022
Format:
Podcast episode

Titles in the series (100)

Welcome to Portfolio Rescue, the show where Ben Carlson and a rotating cast of financial experts answer your questions about investing and personal finance. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.