Retirement Elevated Podcast with Sean Lee

Asset Allocation and Investment Trends with Trent Colledge, Afc® Cfp®

March 25, 2021

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.


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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?