Where and how should you allocate? What’s typical among other affluent households when it comes to investing? We talk with a member of our team to help you understand our approach a little better.
Read more and get additional financial resources here: https://wp.me/paeqsR-bQ
What we discuss on this episode:
1:57 - What does it mean to “begin with the end in mind”?
5:05 - What is systematic risk?
8:35 - What is your capacity for risk?
10:30 - Where do you put your money?
13:15 - How does America invest?
14:56 - Most affluent households stayed the course in 2020.
17:59 - Should you use a target date fund?