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Take control of your financial destiny with great insights, tips and advice from Senior Financial Planners Rob McClelland and Mike Connon at The McClelland Financial Group of Assante Capital Management Ltd.
Episodes
Thursday Oct 05, 2023
Thursday Oct 05, 2023
Global balanced funds offer several benefits to investors seeking a diversified and well-managed investment approach. First and foremost, these funds provide exposure to a wide range of asset classes, including stocks, bonds, and sometimes alternative investments, helping to spread risk and reduce volatility in a portfolio. This diversification can help cushion the impact of market fluctuations and potentially enhance long-term returns. Learn more about why you should consider global balanced funds.
(00:22): When did we realize the value of the global balanced funds?
(02:57): What a global balanced portfolio looks like
(04:35): Our approach
(05:16): Why choose a balanced fund?
(06:22): Risk Management
(06:57): What is rebalancing?
(08:53): The best way to generate retirement income
(09:34): Transparency is important.
(10:16): Flexibility
(11:21): Advantages of balanced funds
(13:16): What trends are we seeing in balanced funds?
(15:43): What do fees look like in balanced funds?
(02:57): What a global balanced portfolio looks like
(04:35): Our approach
(05:16): Why choose a balanced fund?
(06:22): Risk Management
(06:57): What is rebalancing?
(08:53): The best way to generate retirement income
(09:34): Transparency is important.
(10:16): Flexibility
(11:21): Advantages of balanced funds
(13:16): What trends are we seeing in balanced funds?
(15:43): What do fees look like in balanced funds?
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