Money and Success

The New Retirement

Robert Margetic

The New Retirement – Allocate Your Assets Properly

Do you know how your assets are allocated? What percent of your money is in the stock market? If you don’t know you could be putting your wealth at risk. Steven Davis, a Registered Investment Adviser, explains the importance of asset allocation and how he approaches designing investment portfolios. Managing volatility will become the key investment objective for all of those nearing retirement or in retirement. Steven is followed by Marvin Doniger author of several books including A Common Sense Approach to Successful Investing. Marvin is an individual investor and will share what he has learned in managing his own money. Whether you want to work with a professional or learn how individuals manage their money, this episode will show you how to allocate your assets to grow and protect your wealth.