04 Dec How To Determine Which Portfolio To Invest In – Podcast
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
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