Asset Management Overview - Search Videos

Understanding Asset Allocation

YouTubePearl Planning

Understanding Asset Allocation

Cash, bonds and stocks. Melissa Joy, CFP®, founder and president of Pearl Planning, breaks asset allocation down to its simplest form: a pie chart with three main slices. Cash funds your paychecks in retirement and backs up your emergency reserves. Bonds are loans you get paid interest on. Stocks make you a part owner of a company, growing ...

15 views1 month ago

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