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176-Practical Asset Allocation and Asset Location for Short-, Medium-, and Long-Term Goals

EPISODE · Apr 7, 2015 · 20 MIN

176-Practical Asset Allocation and Asset Location for Short-, Medium-, and Long-Term Goals

from Radical Personal Finance

Today I want to share a very simple concept with you regarding practical asset allocation. If you plot your goals on a simple matrix and plot all of your investments on the same matrix, you'll more easily be able to select an appropriate investment to fund each goal. Here's the matrix:  home-run dollars aggressive dollars safer dollars -------------------> short-term -----> mid-term -----> long-term Enjoy the show! Joshua Support the show as a patron: http://radicalpersonalfinance.com/patron  

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176-Practical Asset Allocation and Asset Location for Short-, Medium-, and Long-Term Goals

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