Episode #125

20/20 Money Episode # 125 – Don’t forget about the little guy!…a review of asset allocation and the importance of small caps

March 29, 2021

On this episode of 20/20 Money, I share one example of why it’s important to ensure that your portfolio has a well-rounded asset allocation and the importance of including all different asset classes in your portfolio—not just the most popular and well-known indices like the S&P 500 (and I’ll share some actual numbers to substantiate this thought process).

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, manage cash flow, and make proactive money decisions or check out any number of additional free resources like our eBooks and on-demand webinars.

Callan Chart

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