The Financial planning process is how you build a personal financial plan outlining how your money, investments and other assets can help you meet your future financial goals. Watch these free streaming videos to learn about financial planning.
Aaron Filbeck CAIA, CFA, CIPM, FDP, Director of Global Content Development at CAIA Association and Tony Davidow, author of Goals Based Investing explore the limitations with Modern Portfolio Theory, the role & use of alternative investments, advisor education, and goals-based investing among issues.
George Padula, CIO @ Modera Wealth Management, discusses the rebalancing process and the benefits of portfolio rebalancing.
With Bonds you want to be diversified too. Massi De Santis, Ph.D., CFP with Desmo Wealth Advisors reviews how costs and diversification matter for Bond Funds.
Sébastien Page, CFA, Head of Global Multi-Asset at T. Rowe Price talks about his book “Beyond Diversification: What Every Investor Needs to Know About Asset Allocation”
Professor Zvi Bodie from Boston University discusses how your asset allocation should be related to your age with Bob Powell, CFP, Co-founder of finStream.TV.
