Limited Time 4th of July Discount!!
🎆Use code FOURTH to get this Workshop for just $95!🎆
(Coupon valid through 7/5/23)
Workshop:
Designing Your Asset Allocation
Hosted by Bob French, CFA.
Designing Your Asset Allocation Your Asset Allocation is the most important decision you’ll make about your investment portfolio. Designing your asset allocation to support your plan and help you stay disciplined no matter what the market throws at us will be crucial in helping you to meet your retirement income goals. How you design your asset allocation determines the amount and type of risk that you will take on, and what your investment experience will look like through time.
In this workshop we’ll discuss what risk tolerance is, and how to get a sense of what yours looks like – and, using the Asset Allocation Decision Tree, how to turn that into an appropriate asset allocation for you. We’ll talk about how to use the fundamental risk and return relationships in the market to customize your portfolio, and we’ll also look at specific issues around international investing, “alternative” investments, monitoring and adjusting your Asset Allocation through time, and dealing with inflation.
Purchase access to our latest workshop,
Or join the Retirement Researcher Academy for access to all upcoming workshops
Join today or Purchase this Workshop!
Annual
Subscription
(all workshops)
First year membership $1495
Renew at $395 annually
Access to this
workshop only
(Designing Your Asset Allocation)
Pay $295 one-time fee
And did we mention our staff?
Wade Pfau, Ph.D., Alex Murguia, Ph.D., and Bob French CFA® represent some of the leading minds in the industry.
What makes them unique, however, is not their ability to lead the research agenda for the financial planning profession (Wade Pfau), create a leading financial planning software platform for the industry (Bob), or blend the best of academic research and practical application within a wealth management firm (Alex)...
...What makes Wade, Alex, and Bob unique is their ability to distill the best that the science of financial planning has to offer and to present it to you in a very approachable and friendly manner.
Kind of like what your favorite teacher would do back in high school or college.
This is their passion.
And did we mention our staff?
How much of your time would it take you to organize, synthesize, and continually curate all of this information?
How much would it cost you to hire a professional to do it for you?
Retirement Researcher Academy provides the best of both of these worlds and then some because over time you will also be able to piggy-back off of the community of Retirement Researchers that are also part of the Academy.
This is their passion.
You no longer have to worry about:
Keeping up with the latest financial planning research
Understanding how new tax laws (or any other laws) affect your plan
How current investment markets may affect your portfolio
How to navigate the financial professional landscape
Doing something markedly different from other people in your situation
Which assets to prioritize so you can appropriately budget time for each one.
The order of operations in completing each component of an asset to eliminate confusion.
We make it easy
for you by:
Researching and curating the best financial planning practices in an easy to understandable format and in accordance with your retirement income style
Providing frequent opportunities for discussion among our members through various workshops and Q&A formats.
Creating downloadable and easy to understand resources (e.g., calculators) tailor-made to practical retirement income issues.
Benchmarking your situation to other similar like-minded Retirement Researchers in our members-only forum.
While there is always room for an advisor, we also believe that individuals like to access financial advice differently and at their own pace.
The delivery of financial advice is changing,
and we are at its forefront.
Joining the Retirement Researcher community is a great way to develop, maintain, and engage in your retirement income plan by yourself, with a helping hand, and with a community of other like-minded folks.
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