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Rick Ferri, CFA on asset allocation
Manage episode 327738960 series 3346325
Rick Ferri, CFA, fields live audience questions on asset allocation, discussing the difference between one’s investing philosophy and their strategy, how allocation drives investment returns, the value of rules of thumb when investing, how Rick’s approach to investing has changed over the years, factor investing, asset tax location (tax-efficient fund placement), and more.
· Bogleheads® on Investing podcast
· The True Impact of Immediate Annuities on Retirement Sustainability: A Total Wealth Perspective
· Bogleheads® on Investing podcast
· Bogleheads® Virtual Online Chapters
· Bogleheads® on Investing Podcast
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Chapters
1. Rick Ferri, CFA on asset allocation (00:00:00)
2. The Optimal Portfolio (00:15:00)
3. Factor Tilts & Small Cap Value Investing (00:24:16)
4. Asset Tax Location / Across Account Rebalancing (00:34:37)
45 episodes
Manage episode 327738960 series 3346325
Rick Ferri, CFA, fields live audience questions on asset allocation, discussing the difference between one’s investing philosophy and their strategy, how allocation drives investment returns, the value of rules of thumb when investing, how Rick’s approach to investing has changed over the years, factor investing, asset tax location (tax-efficient fund placement), and more.
· Bogleheads® on Investing podcast
· The True Impact of Immediate Annuities on Retirement Sustainability: A Total Wealth Perspective
· Bogleheads® on Investing podcast
· Bogleheads® Virtual Online Chapters
· Bogleheads® on Investing Podcast
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Chapters
1. Rick Ferri, CFA on asset allocation (00:00:00)
2. The Optimal Portfolio (00:15:00)
3. Factor Tilts & Small Cap Value Investing (00:24:16)
4. Asset Tax Location / Across Account Rebalancing (00:34:37)
45 episodes
All episodes
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