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
Please send us feedback and any topic or questions you would like us to cover. Email us at: [email protected]