Mastering Investment Portfolio Construction with Brian Regan

<p>Brian Regan, the Chief Investment Officer of Asset Management Resources joins<br /> Chris Boyd and Jeff Perry for this episode on the topic of investment portfolio<br /> construction. Chris starts out by asking Brian for his comments on how an individual’s<br /> risk tolerance impacts investment portfolio decisions. The conversation moves along to a<br /> detailed discussion on principles for asset allocation of stock and bonds. Jeff asks Brian<br /> how he goes about selecting specific mutual funds and ETFs. Brian shares his thoughts<br /> of how he uses core and satellite positions while also making periodic adjustments to a<br /> portfolio depending upon changes in valuations. The group ends the segment with some<br /> thoughts of how this all fits together at finding the right balance for each client.</p> <p class="MsoNormal">If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901.</p> <p class="MsoNormal"><strong>Something More with Chris Boyd:</strong></p> <p class="MsoNormal"><a href= "https://amrfinancial.com/radio">https://amrfinancial.com/radio</a>/</p> <p class="MsoNormal"><a href= "https://www.facebook.com/SomethingMoreWithChrisBoyd">https://www.facebook.com/SomethingMoreWithChrisBoyd</a></p> <p class="MsoNormal"><a href= "https://www.instagram.com/somethingmorewithchrisboyd/">https://www.instagram.com/somethingmorewithchrisboyd/</a></p> <p class="MsoNormal"><a href= "https://twitter.com/SMoreChrisBoyd">https://twitter.com/SMoreChrisBoyd</a></p> <p> </p> <p> </p>