Nov 27, 2023
Brian Regan, the Chief Investment Officer of Asset Management
Resources joins
Chris Boyd and Jeff Perry for this episode on the topic of
investment portfolio
construction. Chris starts out by asking Brian for his comments on
how an individual’s
risk tolerance impacts investment portfolio decisions. The
conversation moves along to a
detailed discussion on principles for asset allocation of stock and
bonds. Jeff asks Brian
how he goes about selecting specific mutual funds and ETFs. Brian
shares his thoughts
of how he uses core and satellite positions while also making
periodic adjustments to a
portfolio depending upon changes in valuations. The group ends the
segment with some
thoughts of how this all fits together at finding the right balance
for each client.
If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901.
Something More with Chris Boyd:
https://amrfinancial.com/radio/
https://www.facebook.com/SomethingMoreWithChrisBoyd
https://www.instagram.com/somethingmorewithchrisboyd/
https://twitter.com/SMoreChrisBoyd