Constructing an Investment Portfolio to Support Family Goals

In this episode, co-editor Tom McCullough interviews investment expert Jean Brunel to discuss the challenges individuals and families face when constructing an investment portfolio that aligns with their specific goals. They highlight the importance of considering multiple goals with different time horizons and stakeholders in mind and emphasize the need to factor in costs, such as taxes, when adjusting asset allocation. Through practical examples and statistical analysis, they guide listeners through the process of setting goals, identifying sub-portfolios for each goal, and combining them to develop an overall investment portfolio. Listeners will gain valuable insights into how to align their investment strategy with their family's financial aspirations and make informed decisions about portfolio construction.