Fine Tuning Your Asset Allocation-2016



This podcast addresses Paul’s updated “Fine Tuning Your Asset Allocation” Table. This table is constructed to help investors determine the right balance of equity and fixed income funds. Paul discusses the risk and return of 11 different combinations of stocks and bonds. As investor expectations can lead to good or bad decisions, Paul tries to prepare investors for the likely over and underperformance these combinations will produce. He hopes that every investor will find the right balance to meet their need for return within their risk tolerance.