Bootcamp #4- Fine Tuning Your Asset Allocation 2025 Update

This session dives into the nuances of asset allocation, examining the crucial balance between stocks and bonds. Discover how risk and return vary with different investment percentages. A useful table showcases combinations of S&P 500 and small-cap value. Personalization takes center stage as the discussion emphasizes adapting investment strategies to match individual goals. Plus, get a sneak peek at an upcoming boot camp that will tackle fixed contributions and leverage community insights and AI tools for enhanced investment understanding.