Nurturing Financial Freedom

Every Investment Has a Purpose

Episode Notes

Birch Run Website: www.birchrunfinancial.com

Birch Run Financial email: info@birchrunfinancial.com

Birch Run Financial Phone Number: (484) 395-2190

On this podcast, Alex Cabot and Ed Lambert often preach the importance of diversification - having many different types of investments in your portfolio.  Today, Ed breaks that down from a 30,000 foot view.   And much to Jag's appreciation, he even has a Tom Brady analogy.

We also explain correlation - how different asset classes interact with one another and why that's important in constructing your portfolio.  From there, Alex breaks down portfolio risk and return efficiency.

If you have questions about your financial future, you can always talk to Alex, Ed, and the team at Birch Run Financial.  Their contact information is above.