The ABCs of Asset Allocation

Money Guy Show

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

Education, Business, Investing

4.7 • 3.1K Ratings

🗓️ 24 January 2007

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

The backbone of good investing is Asset Allocation, and today I am going to load you up with great information. Terms needed to understand asset allocation: Domestic Stocks = US Companies Market Capitilization 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 financial terms, visit the show notes at http://www.moneyguy.com/2007/01/the-abcs-of-asset-allocation Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	The Money Guide Podcast is hosted by Brian Preston and Brian Preston is a partner with Preston
0:05.3	and Cleveland Welfth Management.
0:07.5	Preston and Cleveland Welfth Management is a registered investment advisory firm regulated
0:11.3	by the Securities and Exchange Commission and accordance in compliance with securities
0:15.5	laws and regulations.
0:17.7	Preston and Cleveland Welfth Management does not render or offer to render personalized
0:21.3	investment or tax advice through the Money Guide Podcast.
0:24.7	The information provided is for informational purposes only and does not constitute financial,
0:29.9	tax, investment or legal advice.
0:32.8	It's Brian Preston, the Money Guide, with storing order to your financial chaos with
0:38.7	tirement, investing, tax, and you've got financial questions, he's got financial
0:44.0	answers.
0:45.0	It's Brian Preston, the Money Guide.
0:48.6	Welcome everyone out there.
0:49.8	This is going to be a big one today.
0:51.2	I think you guys usually give me the most positive feedback after we do an investment
0:55.8	podcast.
0:56.8	That's exactly what we're going to do today.
0:57.8	We're going to talk about the ABCs of asset allocation.
1:01.3	Since I am a wealth manager, obviously I have a background in this area and I think
1:05.8	I can shed the most like usually when we get into investments.
1:10.0	Just to bring you up to speed for all my new listeners, the people who got the iPods
	...

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