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:

  1. How much cash do you need?
  2. 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.

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