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How to Build a Diversified Portfolio for Retirement. Avoid These Asset Allocation Mistakes!

Building a diversified portfolio is a goal that most retirees will have. There are many mistakes that can be made when building a diversified portfolio. Selecting an asset allocation that does not match your risk tolerance, overweighting the wrong style of investment at the wrong point in the business cycle, not understanding how fixed income works, concentration whether by sector, style or security and ignoring sequence of returns risk are just a few examples. In this video I show viewers some of the more common mistakes they may make when building their own diversified portfolio.

Asset Allocation Learn Strategies for a Secure Retirement Portfolio. Returns and Losses Explained.

What asset allocation should you use in retirement? What is the difference between a 50/50, 60/40, or 70/30? How much can you lose in a really bad year with different asset allocations? What have the returns been for different asset allocations? What happens if you move beyond stocks and bonds and include commodities and real estate in your portfolio. I answer all these questions and more in this informative and helpful video!

Playlists

Retirement Planning

How long will your money last? What asset allocation should you use? What spending rate should you use? How should you invest during retirement? I answer these questions and more.

Tax Planning for Retirement

The bottom line matters. Not all retirement income sources are taxed the same way. Watch these videos to learn how to lower your taxes in retirement.

Retirement Income Spending Strategies

Learn how much you can sustainably spend off your retirement investments.

Estate Planning

Learn the steps necessary to fund your trust, why you need to fund your trust and how to avoid probate.

Stock Market Cycles and Analysis

Learn where we are at in the stock market cycle. The stock market has had a very obvious pattern for more than a century. Learn the pattern and the average time for a bull and bear market.

Investment Risk

Learn how to properly assess your risk tolerance. Learn how to calculate the best case and worst case 1 year outcomes for different risk categories.

ETFs

Research and Insights on Popular ETFs

Economic Updates

Updates on the economy, interest rates and GDP

Annuities are Terrible!

Annuities are terrible investments. Watch these videos to learn why you should never own one.

Fiduciary Standard

Ninety percent of financial advisors are part time fiduciaries who can also sell you products that might not be in your best interest and hide their commissions. Find out what type of financial advisor you are working with.

Asset Allocation Strategies

Building a diversified portfolio is a critical part of successful retirement plan. Watch these videos to learn more about asset allocation, mistakes that you can make and how to improve.