))
31. The Concept of Asset Allocation
Manage episode 353485316 series 2907828
Content provided by Evergreen Wealth Solutions and Kate Visco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Evergreen Wealth Solutions and Kate Visco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
An important part of establishing investments within a portfolio involves setting up the appropriate allocation of funds amongst those various investment classes to achieve the client's goals. Michael Kolb, CFP®, a founding member of Evergreen Wealth Solutions, is our guest for this topic.
If you have questions about the allocation of your investments, we'd love to hear from you! Email kate@egwealth.com with your questions.
37 episodes
Share
