The Asset Allocator: Taking Stock - SA For FAs

What this episode covers

Looking at a benchmark like the S&P 500 can lead to numerous unhappy misinterpretations, including apple to orange comparisons; distraction from personal goals; and a failure to view one’s portfolio through the prism of asset allocation. This podcast (4:36) argues that advisors who choose an asset allocation that matches their client’s goals, and look at performance over a market cycle, are extremely likely to see an on-target return, and that a client who is educated about this is a happy client.Learn more about your ad choices. Visit megaphone.fm/adchoices

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Frequently Asked Questions

How long is this episode of SA For FAs?

This episode is 4 minutes long.

When was this SA For FAs episode published?

This episode was published on October 1, 2019.

What is this episode about?

Looking at a benchmark like the S&P 500 can lead to numerous unhappy misinterpretations, including apple to orange comparisons; distraction from personal goals; and a failure to view one’s portfolio through the prism of asset allocation. This...

Can I download this SA For FAs episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.