Importance of Stock-Bond Mix and Upcoming Discussions

Rick Ferri, CFA, fields live audience questions on asset allocation, discussing the difference between one’s investing philosophy and their strategy, how allocation drives investment returns, the value of rules of thumb when investing, how Rick’s approach to investing has changed over the years, factor investing, asset tax location (tax-efficient fund placement), and more.

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·               Vanguard Group

·               The True Impact of Immediate Annuities on Retirement Sustainability: A Total Wealth Perspective

·               Core-4 portfolios

·               asset location

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