Understanding Long-Term Asset Commitment and Allocation Strategies

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.

·               Rick Ferri

·               Bogleheads® on Investing podcast

·               All About Asset Allocation

·               Bogleheads® conference

·               John C. Bogle

·               Vanguard Group

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

·               Core-4 portfolios

·               asset location

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·               Bogleheads® Wiki

·               Bogleheads® Reddit

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·               Bogleheads® on Investing podcast

·               Bogleheads® YouTube 

·               Bogleheads® Local Chapters

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·               Bogleheads® on Investing Podcast

·               Bogleheads® Conferences

·               Bogleheads® Books

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