Episode Details
Back to Episodes
Don’t Accept Cookie Cutter Portfolios From Your Advisor
Published 11 months, 3 weeks ago
Description
60/40, 70/30, ect. These are standard allocations for market risk. Sometimes they work, sometimes they don’t. Shouldn’t your portfolio allocation be more customized?
Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!
See omnystudio.com/listener for privacy information.