• Personalizing Your Asset Allocation

  • Apr 25 2025
  • Duración: 42 m
  • Podcast

Personalizing Your Asset Allocation

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  • Age is a primary factor in deciding on the right investment allocation for your portfolio, but as you might imagine, thereâs a bit more to it than that. Nathan and Steve discuss four questions you should ask yourself when developing a tailored asset allocation strategy. Also, our MoneyTalk Moment in Financial History tells the story of how the early innovations of the Nasdaq paved the way for the modern era of stock trading, and the surprising role that Bernie Maddoff played in making it all possible. Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Air Date: 4/23/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

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