Episode 276: Navigating Portfolio Adjustments and Market Expectations

Welcome to another insightful episode of "Think Smart with TMFG," hosted by Senior Financial Advisor Rob McClelland and Mike Connon of Assante Capital Management. This week, Rob and Mike dive into their new portfolio asset mixes and market expectations, debunking the myths around passive investment strategies.

Discover how they utilize a detailed risk questionnaire to tailor portfolios to individual clients, and explore the seven different asset mixes they offer. Learn about the role of technology and AI in portfolio management, the importance of considering tax consequences, and the benefits of global portfolios.

Rob and Mike also discuss the impact of equity percentages on returns, the importance of investment policy statements, and their meticulous rebalancing strategies. They provide valuable insights into financial planning, including the use of Monte Carlo analysis for retirement scenarios and the significance of portfolio x-rays.

Tune in to gain a deeper understanding of how to optimize your investments and achieve the highest return for your risk profile. Don't miss this opportunity to think smart about your financial future!