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Developing a Total Asset Allocation Strategy

   

In this podcast, Tim Speiss addresses the most common assets found in most portfolios and then segues into a discussion about the importance of conducting an asset allocation review. The key issue is that an asset allocation strategy needs to be developed that takes into account changes in an individual’s requirements such as risk tolerance, income needs and asset growth expectations. A timely examination of these requirements is the key take away.


Transcript

Dave Plaskow: Tim, hello. Welcome to this edition of the EisnerAmper Personal Wealth podcast series. A fundamental element of every personal investment plan is an asset allocation strategy. Tell us briefly why such a strategy is so important.
Tim Speiss: With a strategy, you have to go through the discipline, which is a good thing of understanding why you are investing and what your goals are.


Timothy Speiss is the Partner-in-Charge of EisnerAmper's Personal Wealth Advisors Group and Vice President of EisnerAmper Wealth Planning LLC. He chairs our Asia Practice and is a member of the firm’s community service group, EisnerAmper Cares.

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