Tag Archives: Asset Allocation

Feature Image

Why Portfolio Management Is Not as Complex as You Think (Ep. 12)



Asset allocation, rebalancing, dollar-cost averaging — do these terms seem foreign to you?

Such financial jargon can often make portfolio management sound a lot more complex and overwhelming than it really is.

In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, simplifies the process of portfolio management and explains complex financial terms in an easy-to-understand manner.

Jon discusses:

  • How your risk tolerance, investment horizon, and needs affect portfolio management
  • What it means to rebalance your portfolio regularly
  • Active vs. passive investing — which one is right for you?
  • The importance of dollar-cost averaging, especially while investing a large sum of money
  • And more!

Connect with Jonathan Kuttin:


FEATURE

Asset Allocation Simplified: What You Should Know Before You Start Investing (Ep. 8)



Building an investment portfolio is not just about achieving the best rate of return.

It should be constructed based on your unique financial goals and situation.

In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, dives into the basics of asset allocation. Drawing from Harry Markowitz’s Modern Portfolio Theory (MPT), Jon explains how different asset classes, as well as other factors such as your risk tolerance and your investment horizon, might affect your investment decisions.

Jon discusses:

  • The importance of goal-based investing
  • General rules of thumb that you should consider while constructing your portfolio
  • Why your actual risk tolerance could be different from what you think it is
  • How to remain aligned with your long-term goals by rebalancing your portfolio
  • And more!

Resources:

Connect with Jonathan Kuttin:


FEATURE

7. The Four Cornerstones of Financial Planning



If you want to build a financial plan but don’t know where to begin, don’t worry!

These four cornerstones of financial planning can help you build your financial future: Cash reserves, adequate protection, fixed assets, and equity assets.

In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, explains how utilizing these cornerstones wisely can help you allocate your resources and meet your financial needs.

Jon discusses:

  • The importance of setting up highly liquid cash reserves
  • Protection planning to help support your loved ones during uncertain times
  • The difference between fixed and equity assets — and their role within your financial plan
  • How to prioritize your financial goals
  • And more!

Connect with Jonathan Kuttin: