Episodes

Monday Oct 14, 2024
What Actually Matters the Most: A Lesson on Asset Allocation
Monday Oct 14, 2024
Monday Oct 14, 2024
Paul knows that if investors aren’t educated about some of the basics of investing, they're vulnerable to trust someone who sounds like they know what they’re talking about. Today, Paul teaches about the factor that has been proven to make the most difference in the returns of your portfolio: asset allocation. Listen along as Paul explains what it is, why it’s the most important factor, and what happens to your portfolio when an advisor believes that there are more important factors for investor returns.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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