Tag: RyanEnglish
A Conversation About Rebalancing Your Portfolio with Ryan English, CFA, CPA, CFP®, and Nicholas Roth, CFP®

A Conversation About Rebalancing Your Portfolio with Ryan English, CFA, CPA, CFP®, and Nicholas Roth, CFP®

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Balance is a tricky thing. Something that is balanced today may not maintain its balance; take investment portfolios, for example. When Foster & Motley begins working with a client, they balance their portfolio based on several targets, but over time rebalancing is necessary to maintain those targets.

In this episode, Ryan English, CFA, CPA, CFP®, and Nicholas Roth, CFP® explain their hands-on approach to rebalancing, and the importance of rebalancing across a household of accounts rather than individual accounts.

Ryan and Nick also talk about:

  • Two types of rebalances
  • The importance of rebalancing accounts
  • Why you don’t want one asset class to grow too big
  • And more

Resources:

Connect With Ryan English and Nicholas Roth:

 

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A Chat About Risk Tolerance with Ryan English CFA, CPA, CFP®

A Chat About Risk Tolerance with Ryan English CFA, CPA, CFP®

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Many people’s instinct is to sell when the market takes a hit, but making those decisions based on emotion seldom has the best outcome. 

In this episode, Ryan English, MBA, CFA, CPA, CFP®, shares his insight on the importance of understanding and the questionnaire Foster & Motley uses to help determine their client’s risk tolerance. He explains how the risk tolerance questionnaire informs decisions about the client’s portfolio and investment policy statement. 

Ryan shares more about:

  • What a risk tolerance questionnaire is
  • The importance of understanding your risk tolerance
  • How age plays a role in your risk tolerance
  • And more

Resources:

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