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:

• jonathan.s.kuttin@ampf.com
• joseph.greco@ampf.com
• kuttinwealthmanagement@ampf.com
• (631) 770-0335
• Toll-free: 800-445-4595
• Kuttin Wealth Management
• LinkedIn: Jonathan Kuttin
• Facebook: Kuttin Wealth Management

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