Asset Allocation Basics

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Investing, Education, Business

4.7 • 3.1K Ratings

🗓️ 1 October 2007

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Terms needed to understand asset allocation: Domestic Stocks = US Companies Market Capitalization of US Stocks (According to Morningstar): Large Cap = US Companies with a Market Cap greater than $11 Billion (these are the companies that are household names like Wal-Mart, GE, Home Depot, Coca-Cola, Pfizer, and so forth) Mid Cap = US Companies with a Market Cap between $2-$11 Billion (these are companies that you might have heard of like HR Block, but are not the size of the previous listed group. Small Cap = US Companies with a Market Cap below $2 Billion. Probably not going to recognize the small company unless you specifically use their product or they are in your town. For more terms, visit the show notes at http://www.moneyguy.com/2007/10/asset-allocation-basics Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	It's Brian Preston, the money guy, restoring order to your financial chaos, retirement,
0:08.1	investing, taxes.
0:10.1	You got financial questions, he's got financial answers, it's Brian Preston, the money guy.
0:16.9	Welcome to the money guy show, this is Brian your host, I am a certified public accountant
0:21.6	with a personal financial specialist designation, which means I'm a CPA that does financial
0:25.9	planning as well as a certified financial planner and you were tuned in to the money guy
0:30.7	show, we're broadcast both on business radio 1160 as well as worldwide on iTunes as
0:37.2	well as wherever else you might be downloading this podcast.
0:40.4	So welcome to the show, we're going to be jumping right in today and talking about asset
0:44.9	allocation basics.
0:45.9	I think this is one of those things where you have to come back and make sure that you
0:51.1	know the details of what you're doing with your investments.
0:54.7	We did the last show on investing and now we're getting into how you take that investing,
0:59.4	the idea that you need to be investing and putting it to work for you by actually going
1:03.6	deeper into asset allocation.
1:05.3	I do want to give you the contact information.
1:07.5	You can go check us out on the website is money-guy.com.
1:12.0	You can also email the show that's Brian at money-guy.com.
1:16.0	I do want to address one quick thing before we jump into today's topic.
1:20.6	I've been reviewing my iTunes ratings and comments left and I've gotten beaten up here
1:26.2	recently just a little bit and I think it's more of a misunderstanding than anything else.
1:30.4	I've gotten a little pushback from some of my old long-time listeners that are concerned
	...

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