Ep 69: Building a wealth business with investment insight – David Wright
Between Meetings with Matt Heine
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Transitions in the Atan and the Reasons for Under Performance
Yek: I think that's a really interesting point on the atan and the reasons for under performance sort of thing. Does that mean that when advisers and researchers are putting these portfolios together, that the time frames actually need to be much longer? That a balance portfolio, r balanced s g portfolio is not five years recommended. It's actually zero to ten, because of the nature of the transition of many of these asset classes. So i do think, you know, that's potentially accelerated, and there will be swings and roundabouts,.
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