Dec 2, 2020
In today's episode Nicholas Olesen, CFP®, CPWA® answers a great question we received after the How I Invest My Own Money podcast episode: What process do you use to actually determine the model portfolio for your clients?
Nicholas also discusses:
- How to define risk need versus tolerance
- What to do when those two do...
Nov 25, 2020
In today's episode Nicholas Olesen, CFP®, CPWA® and Nicholas Ryder, CFA® discuss if investors should even own bonds right now, given the historically low interest rates.
- Overview of the types of bonds. What categories or styles or types of bonds exist?
- Historical overview to how bonds have performed over time
- Why...
Nov 11, 2020
Nov 5, 2020
In today's episode Nicholas Olesen, CFP®, CPWA® and Michael McDermott, CFP® talk about how they each invest their own money and also why their firm, Kathmere Capital, manages models versus custom portfolios for their clients.
- Why investors should ask their advisors how they manage accounts, is it custom or model...
Oct 23, 2020
In today's episode Nicholas Olesen, CFP®, CPWA® wraps up our short podcast series on equity compensation, explaining how to view equity compensation in regard to your financial plan. If you missed the first two, you can listen to the overview episode here: https://bit.ly/33jfjfg and how to diversify, hedge, and reduce...