Mar 2, 2021
In these first few months of 2021, we’re seeing extreme market valuations at levels we’ve never seen before. This means that it’s more important than ever that you know how to assess risk in your portfolio.
Today’s guest is Brad Kasper. He’s the president of LSA Portfolio Analytics, where he provides investment advisors with the tools and infrastructure they need to deliver incredible client services. He’s also been on the podcast several times before to talk about the economy and how it affects markets, how to build portfolios, and how to assess risk. If you haven’t listened to our previous episode about risk assessment, Episode 15, I would highly recommend you do so now, as we get into some more technical terms and concepts today.
In our conversation, Brad and I are talking about intelligent risk and fat tail analysis, how to use these tools to construct better portfolios, and what makes this approach different from modern portfolio theory.
In this podcast interview, you’ll learn:
Get Today's Show Notes
To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/41
Learn More about Retirement Planning
Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com