How does one build an appropriate portfolio for accumulation-stage investors? What assets should be considered for an accumulator’s entire portfolio?
Expert guest David M. Blanchett, PhD, CFA, CFP®, will discuss how financial planners should consider traditional investments alongside human capital, housing, and pension assets. Furthermore, David will discuss the risk of each of these assets and how they should be considered with the overall goal of being able to build an efficient, diversified portfolio.
At this Kitces Monthly Webinar, advisors will learn:
- How to build appropriate portfolios for investors in the accumulation stage of their lifetime
- Which assets should be considered in an accumulator’s portfolio, more than just the financial assets
- What contributes, and doesn’t contribute, to the riskiness of human capital, housing assets and pension assets