We have talked about stocks, Bonds, Mutual Funds, and ETFs and in this episode, Brice ties it all together. Use what you have learned from previous episodes to build a diversified asset allocation portfolio. The tips and tricks in this episode will help you build a long term investment portfolio for a variety of risk appetites. The beverage of choice during this episode is The Mitten Brewing Company, Mango Gold Tart Wheat Ale.
Host Brice Carter talks about money, investing, business and life success while having a cold one. Brice is a millennial and thought leader in personal finance. He is one of the youngest people in the country to ever earn the CFP(R) designation and is also a Certified Investment Management Analyst and Chartered Financial Consultant.