Navigating Asset Allocation for Investment Success

#571: An anonymous caller’s crypto investments have recently skyrocketed to 17 percent of her investment portfolio. Given the volatility of this asset, should she rebalance it or go all in? 

Jocelyn wants to buy a house in three years but she’s reluctant to keep her sizable down payment in cash. What if she splits the difference and invests half the money instead?

Allison feels antsy holding $1 million in cash with falling interest rates on the horizon. How does she optimize this money while keeping it liquid enough to buy a house on an uncertain timeline? 

Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.

Enjoy!

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For more information, visit the show notes at https://affordanything.com/episode571

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