How To Determine Which Portfolio To Invest In – Podcast

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

Please send us feedback and any topic or questions you would like us to cover.  Email us at: nolesen@kathmere.com



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