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Diversification Done Right: Building Smarter Portfolios

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Manage episode 495773140 series 3580892
Content provided by CNB Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNB Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of The Currency of Knowledge, host Holleigh Baker is joined by Austin Jenkins, Regional Director at Dimensional Fund Advisors (DFA), for an insightful discussion on portfolio diversification and asset allocation. Together, they break down what it means to build a well-diversified investment portfolio, the roles of different asset classes, how to assess risk tolerance, and the psychology behind staying invested. Whether you're a seasoned investor or just starting out, this episode offers foundational knowledge and practical advice to help you create a sound, long-term investment strategy.

This is part one of a two-part series with Austin Jenkins. Don't miss it!

  continue reading

21 episodes

Artwork
iconShare
 
Manage episode 495773140 series 3580892
Content provided by CNB Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNB Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of The Currency of Knowledge, host Holleigh Baker is joined by Austin Jenkins, Regional Director at Dimensional Fund Advisors (DFA), for an insightful discussion on portfolio diversification and asset allocation. Together, they break down what it means to build a well-diversified investment portfolio, the roles of different asset classes, how to assess risk tolerance, and the psychology behind staying invested. Whether you're a seasoned investor or just starting out, this episode offers foundational knowledge and practical advice to help you create a sound, long-term investment strategy.

This is part one of a two-part series with Austin Jenkins. Don't miss it!

  continue reading

21 episodes

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