Catching Up to FI cover image

How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman | 134

Catching Up to FI

00:00

Understanding the Limitations of Target Date Funds

This chapter examines the limitations of target date funds, particularly for conservative investors, and their reliance on fixed income assets. It also offers strategies for enhancing portfolio performance by incorporating small cap value investments for younger investors.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app