Tag Archives: Portfolio Management

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Black Swan Events: What Are They and How To Deal With Them? (Ep. 13)



Time and again, we face black swan events in the world of finance. They are unpredictable events that can severely impact the financial markets.

In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, addresses several ongoing black swan events throughout the world and how you can manage your emotions to make smarter financial decisions.

Jon discusses:

  • Why you don’t always need to react to the “noise in the market”
  • How to avoid getting caught up in the investor emotion cycle
  • When and how you should rebalance your portfolio
  • Strategies to help you be better prepared to face future black swan events
  • And more!

Resources:

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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!

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Want To Find the Right Advisor? Ask These Questions Before Hiring (Ep. 9)



You’ll likely work with your financial advisor for several years, share your personal finances with them, and discuss critical family issues.

So it’s important to take the time to find the right advisor — one you enjoy working with!

In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, provides a list of questions you can ask advisors before hiring them so that you can ensure your goals and values are aligned with their services.

Jon discusses:

  • How people with minimal financial knowledge can effectively interview advisors
  • What you should know about an advisor’s education and fee structure
  • The number one question you should ask every advisor
  • The importance of finding the right advisor
  • And more!

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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:

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