Episode 20 - The Problem With "Model Portfolios”

Update: 2025-03-03

Description

Many wealth managers place investors into "model portfolios." In this episode, Don Calcagni, chief investment officer of Mercer Advisors, offers a primer on what model portfolios are and the major limitations of this popular approach for investors.

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In Channel

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Episode 21 - Investing Opportunities in Chaotic Markets

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Episode 20 - The Problem With "Model Portfolios”

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Episode 19 - Headwinds and Tailwinds for the Year Ahead

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Episode 13 - Cryptocurrency

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Episode 12 - Federal Reserve Interest Rates in 2024

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Episode 20 - The Problem With "Model Portfolios”

#box-pro-ellipsis-176044810675342{-webkit-line-clamp:2;}Episode 20 - The Problem With "Model Portfolios”

Episode 20 - The Problem With "Model Portfolios”

Episode 20 - The Problem With "Model Portfolios”