“No Portfolio is an Island”
by David Blanchett, CFA,CFP®, AIFA
WEBINAR – Wednesday, October 11, 2023, 2 – 3 PM EST
Gain insight into how important it is that we help our clients prepare financially for retirement by considering their total wealth, and not only their investable assets. Financial assets, such as stocks and bonds, are only one component of an investor’s total economic worth.
Other assets, such as human capital, real estate, and pensions often represent a significant portion of an investor’s total wealth, but are commonly ignored when building portfolios. [read more …]