We live at the apex of human civilization. We carry trillions of bits of high-quality data in our pockets at all times. Despite these advantages, our decision-making process evolved little since our days as tribal “hunter-gathers.?
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When a client retires, we split their portfolio into three buckets: Risk Assets, Fixed Income, and Near Cash. We invest the client’s assets such that the Risk Bucket represents 60-70% of their portfolio, invested in faster growing but volatile US and international equities.
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Jill Nicolini of the Podcast Business Network interviews David about key learnings from his book. The interviews air live Tuesday mornings on the Podcast Business Network from 11-11:30 AM EST through December 14th (click LISTEN LIVE) and can also be heard on replay.
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Jill Nicolini of the Podcast Business Network interviews David about key learnings from his book. The interviews air live Tuesday mornings on the Podcast Business Network from 11-11:30 AM EST through December 14th (click LISTEN LIVE) and can also be heard on replay.
Read More
Jill Nicolini of the Podcast Business Network interviews David about key learnings from his book. The interviews air live Tuesday mornings on the Podcast Business Network from 11-11:30 AM EST through December 14th (click LISTEN LIVE) and can also be heard on replay.
Read More
Jill Nicolini of the Podcast Business Network interviews David about key learnings from his book. The interviews air live Tuesday mornings on the Podcast Business Network from 11-11:30 AM EST through December 14th (click LISTEN LIVE) and can also be heard on replay.
Read More