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Inhoud geleverd door Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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Foundation 6: Diversification, What Many Investors Miss

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Manage episode 418380213 series 2421926
Inhoud geleverd door Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

You've been told to diversify your portfolio but how can you tell if you're diversified enough? Does conventional thinking like the Rule of 100 or using ETFs work in 2024? What about Target Date Funds?

In this episode, we reveal what conventional thinking is missing. The stat we share about Target Date Funds is one of the most surprising. Be sure you don't miss it.

We live in a globalized world where you (and your assets) are more connected than ever. Isn't it time to learn the historical wisdom about non-correlated assets?

In the Great Recession, you saw just how related supposedly "non-correlated" assets were. Isn't it time to add more diversification to your portfolio? Watch now to discover what that could look like for you.

And never forget: Different is good!

00:00 Kevin's Journey: A Lesson in Diversity

02:18 Diving Deep into Diversification

03:37 Personal Stories and Financial Insights

07:25 Rethinking Diversification in Finance

11:35 Creative Financial Strategies and Future Foundations

Links mentioned in the episode:

Watch this episode on YouTube here: https://youtu.be/9OGb0E-T3dg

  continue reading

100 afleveringen

Artwork
iconDelen
 
Manage episode 418380213 series 2421926
Inhoud geleverd door Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

You've been told to diversify your portfolio but how can you tell if you're diversified enough? Does conventional thinking like the Rule of 100 or using ETFs work in 2024? What about Target Date Funds?

In this episode, we reveal what conventional thinking is missing. The stat we share about Target Date Funds is one of the most surprising. Be sure you don't miss it.

We live in a globalized world where you (and your assets) are more connected than ever. Isn't it time to learn the historical wisdom about non-correlated assets?

In the Great Recession, you saw just how related supposedly "non-correlated" assets were. Isn't it time to add more diversification to your portfolio? Watch now to discover what that could look like for you.

And never forget: Different is good!

00:00 Kevin's Journey: A Lesson in Diversity

02:18 Diving Deep into Diversification

03:37 Personal Stories and Financial Insights

07:25 Rethinking Diversification in Finance

11:35 Creative Financial Strategies and Future Foundations

Links mentioned in the episode:

Watch this episode on YouTube here: https://youtu.be/9OGb0E-T3dg

  continue reading

100 afleveringen

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