Eps 1: Is Your Portfolio Too Aggressive?
06/14/2020 by Jason Siperstein, CFA, CFP®, RMA®
We are very excited to release our first episode. And let me say that we had a lot of fun making it!
In our first episode, we discuss:
- How to know if you are in the right portfolio
- Risk questionnaires are flawed
- Why you need a plan
