Creating A Framework For Portfolio Construction Through Planning 💡

Portfolio construction can get very complicated very quickly. In this podcast episode, I share my framework for constructing an investment portfolio by focusing on financial planning fundamentals. The more complicated you get with investment selection, the harder it is to manage asset location and disciplined rebalancing across different account types. Hunt the antelope, not the mouse. Join the MWB community and receive weekly tips in the areas of equity compensation, tax optimization, and financial independence directly to your inbox Fridays at 4 pm (ET).