In this podcast, Trevor Dale owner and portfolio manager, discusses his thoughts on asset allocation when it comes to stocks and bonds. He challenges the traditional rule of thumb and strips out the facts from the feelings in making this investment decision.
There are two questions that Trevor asks every client:
- How much cash do you need?
- When do you need it by?
Once you know how much cash you need, and when you know that expense or expenses are scheduled to go out then you can start to construct a portfolio. Those two questions are the basis for all portfolios.
This podcast can be found on iTunes, Google Play, Spotify and Stitcher.
This report is provided by TK Dale Wealth Management Inc. It is for informational and educational purposes only as of the date of writing, and may not be appropriate for other purposes. The views and opinions expressed may change at any time based on market or other conditions and may not come to pass. This material is not intended to be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered specific legal, investment or tax advice. The information contained in this report has been drawn from sources believed to be reliable, but is not guaranteed to be accurate or complete. This report contains economic, investment and market analysis and views, including about future economic and financial markets performance. These are based on certain assumptions and other factors, and are subject to inherent risks and uncertainties. The actual outcome may be materially different. TK Dale Wealth Management Inc. is not liable for any errors or omissions in the information, analysis or views contained in this report, or for any loss or damage suffered.