How to Make Portfolio and Asset Allocation Changes

We consider four case studies in which individuals struggle to decide what to do with their investment portfolios. Topics include:Why it's so difficult to reenter the stock market after sitting on the sidelines and what to do insteadWhat are the risks of having a too aggressive portfolio allocation in retirement and what to do insteadWhat to do when an investment strategy has worked really well but you feel it is time to make a changeHow to decide on an appropriate portfolio mix after a significant financial change You can learn more about Money for the Rest of Us Plus here. For more information on this episode click here. Related Episodes 306: Three Approaches to Asset Allocation 401: Why Diversifying Your Portfolio Feels Awful Show Notes Case studies were pulled from the following Plus episodes: 287 Plus: Coronavirus Update, Mid Month Investment Conditions and Overcoming the Fear of Investing 306 Plus: Member Profile, Bond Investing, and Emerging Technology 310 Plus: Mid Month Update and a Member Wants to Reallocate from Growth Stocks 331 Plus: Member Profile, Tail Risk Protection, Rental Real Estate as Bond Substitute, and YYY ETF See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.