#5 - Asset Allocation: How to properly divide your investment portfolio into different asset classes

The Fiscal Physical Podcast

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Discover the keys to a fortified financial future as we sit down with Ryan Nelson, investment sage from Alchemy Wealth Management, on The Fiscal Physical Podcast. This week, we unravel the mysteries of asset allocation and diversification, revealing how a strategic spread of your investments can be your portfolio's shield against risk and a lance to joust for better returns. As we dissect the symbiotic dance between stocks and bonds, you'll gain the clarity needed to craft an investment mix that resonates with your personal aspirations and financial objectives.
Embark on a journey beyond the conventional "rule of 110," guided by the expertise of a financial advisor who understands the nuances of the market's ebb and flow. Our conversation with Ryan takes you through the wisdom of individualizing your investment approach, considering factors like risk tolerance and life circumstances. Through the lens of historical events like the aftermath of September 11, we highlight the power of steadfastness, encouraging you to maintain your investment stride even when the market's tide turns tumultuous. Tune in for a masterclass on staying the course and navigating the financial markets with composure and strategic foresight.

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1. #5 - Asset Allocation: How to properly divide your investment portfolio into different asset classes (00:00:00)

2. Understanding Asset Allocation and Diversification (00:00:01)

3. Investment Philosophy and Staying the Course (00:12:17)