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The Asset Allocator: Taking Stock

SA For FAs

Oct 1, 201904:37Business

Looking at a benchmark like the S&P 500 can lead to numerous unhappy misinterpretations, including apple to orange comparisons; distraction from personal goals; and a failure to view one's portfolio through the prism of...

About This Episode

The Asset Allocator: Taking Stock is an episode from SA For FAs. Looking at a benchmark like the S&P 500 can lead to numerous unhappy misinterpretations, including apple to orange comparisons; distraction from personal goals; and a failure...

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This episode belongs to SA For FAs.

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Episode Details

Published Oct 1, 2019, 04:37 long, audio available.

Questions About This Episode

What is The Asset Allocator: Taking Stock about?

Looking at a benchmark like the S&P 500 can lead to numerous unhappy misinterpretations, including apple to orange comparisons; distraction from personal goals; and a failure to view one's portfolio through the prism of asset allocation. This podcast (4:36) argues that advisors who choose an asset allocation that matches their client's goals, and look at performance over a market cycle, are extremely likely to see an on-target return, and that a client who is educated about this is a happy client.

Where can I listen to The Asset Allocator: Taking Stock?

You can listen to The Asset Allocator: Taking Stock online on Radio and Podcast. Open the player on this page to stream the available audio.

Which podcast is The Asset Allocator: Taking Stock from?

The Asset Allocator: Taking Stock is an episode from SA For FAs.

How long is this episode?

This episode is 04:37 long.

When was this episode published?

This episode was published on Oct 1, 2019.

Can I save The Asset Allocator: Taking Stock for later?

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Are there related episodes from SA For FAs?

Yes. This page shows related episodes from SA For FAs when more episodes are available from the podcast feed.

Quick Answers About This Episode

Where can I listen to The Asset Allocator: Taking Stock?

You can listen to The Asset Allocator: Taking Stock on this page when the episode audio is available from the podcast feed.

Which podcast is this episode from?

The Asset Allocator: Taking Stock is from SA For FAs.

What are the episode details?

Published Oct 1, 2019 and 04:37 long