Description

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin talk about asset allocation, why it’s important and things to consider when you invest.

TIMESTAMPS

• [00:01] Intro
• [01:05] What is asset allocation and why it’s important
• [02:47] Three primary drivers in a person’s asset allocation
• [04:24] Moving a football down the field
• [06:56] A summary and what to expect in future episodes
• [08:21] Outro

RESOURCES

• The 7 Habits of Highly Effective People by Stephen Covey
• Contact Barnaby
• Contact Laurie

Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.