When investing for different time frames, all you have to do is invest in separate portfolios for your short-, intermediate-, and long-term goals, right?
According to Vince Esposito and Rob Isbitts, it’s not that easy.Today, Vince and Rob explore the strategy behind investing
for multiple timeframes, debunking the popular “bucket theory” and explaining how and why Sungarden does things differently.
In this episode, you’ll learn: How Sungarden diversifies by thinking in multiple timeframes Why Sungarden doesn’t believe in a “set-it-and-forget-it” investment strategy The difference between a core and tactical investment, and how Sungarden uses each type in portfolios Why asset allocation shouldn’t be permanent And more!
Related: Understanding the Dynamics Between Investment Advisors and Investors
Tune in now to learn more about Sungarden’s approach to investing for clients’ goals, no matter the time frame!
Resources: Sungarden Investment Research
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