When our Director of Investments Stephen Tuckwood, CFA joined Dean Barber on The Guided Retirement Show to discuss strategic investing through retirement, there was one thing in particular that he wanted to make very clear. Very early on in that conversation with Dean, Tuck said that asset allocation is the biggest driver of your portfolio’s return over time. We’re going to elaborate on why Tuck believes that so that you have a firm understanding of retirement asset allocation.

Retirement Plan Checklist: https://bit.ly/3P11uJJ Financial Planning Tool: https://bit.ly/4bWeev6

Meet with Us: https://bit.ly/3SZTnhE

Where Should I Save My Money?: https://youtu.be/q6iaWjj7ZDQ

Reviewing Rebalancing Strategies: https://youtu.be/5icgvwRbQZs

Active vs. Passive Management: https://youtu.be/Y6W1Mh1zPm4

What Should I Invest My Money In?: https://youtu.be/AtJvNswl5bw 

5 Money Mistakes to Avoid in Retirement: https://youtu.be/83pJND6T2mU

Examining Municipal Bonds in 2024: https://youtu.be/y3M7jdSxNY8

Tax-Efficient Investing: https://youtu.be/APOYR-ocDRk?si=D3oinOkePXN__PvT