How To Determine Which Portfolio To Invest In A Wealth of Advice

    • Investing

In today's episode Nicholas Olesen, CFP®, CPWA® answers a great question we received after the How I Invest My Own Money podcast episode:  What process do you use to actually determine the model portfolio for your clients?
Nicholas also discusses:
How to define risk need versus tolerance What to do when those two do not align How we view risk, in the volatility and also "looking different" lens Please send us feedback and any topic or questions you would like us to cover.  Email us at: nolesen@kathmere.com

In today's episode Nicholas Olesen, CFP®, CPWA® answers a great question we received after the How I Invest My Own Money podcast episode:  What process do you use to actually determine the model portfolio for your clients?
Nicholas also discusses:
How to define risk need versus tolerance What to do when those two do not align How we view risk, in the volatility and also "looking different" lens Please send us feedback and any topic or questions you would like us to cover.  Email us at: nolesen@kathmere.com