Episode 62: Portfolio Reviews: Target Asset Allocation
Wilson Wealth Management
Episode 62: Portfolio Reviews: Target Asset Allocation
9:41
Episode 61: Portfolio Reviews: Peer Performance
Wilson Wealth Management
Episode 61: Portfolio Reviews: Peer Performance
22:17
Episode 60: Portfolio Reviews: Index Benchmarks
Wilson Wealth Management
Episode 60: Portfolio Reviews: Index Benchmarks
17:22
Episode 59: Portfolio Reviews: Common Benchmarks
Wilson Wealth Management
Episode 59: Portfolio Reviews: Common Benchmarks
14:09
Episode 58: Buy and Hold: But Review
Wilson Wealth Management
Episode 58: Buy and Hold: But Review
17:19
Episode 57: Buy and Hold: Using Non-Diversified Assets
Wilson Wealth Management
Episode 57: Buy and Hold: Using Non-Diversified Assets
21:47
Episode 56: Buy and Hold: Coping with Market Volatility
Wilson Wealth Management
Episode 56: Buy and Hold: Coping with Market Volatility
23:17
Episode 55: Buy and Hold: Legitimate Concerns
Wilson Wealth Management
Episode 55: Buy and Hold: Legitimate Concerns
24:23
Episode 54: Buy and Hold: Perceived Disadvantages
Wilson Wealth Management
Episode 54: Buy and Hold: Perceived Disadvantages
14:55
Episode 53: Buy and Hold: Advantages
Wilson Wealth Management
Episode 53: Buy and Hold: Advantages
14:03
Episode 52: Buy and Hold Introduction
Wilson Wealth Management
Episode 52: Buy and Hold Introduction
12:44
Episode 51: Lump Sum vs DCA - Final Thoughts
Wilson Wealth Management
Episode 51: Lump Sum vs DCA - Final Thoughts
25:33
Episode 50: Dollar Cost Averaging -  Investment Quality
Wilson Wealth Management
Episode 50: Dollar Cost Averaging - Investment Quality
18:38
Episode 49: Dollar Cost Averaging - Diversification
Wilson Wealth Management
Episode 49: Dollar Cost Averaging - Diversification
24:41
Episode 48: Dollar Cost Averaging - Discipline
Wilson Wealth Management
Episode 48: Dollar Cost Averaging - Discipline
11:36
Episode 47: Dollar Cost Averaging - Consistency
Wilson Wealth Management
Episode 47: Dollar Cost Averaging - Consistency
18:19
Episode 46: Dollar Cost Averaging - "Smaller" Investors
Wilson Wealth Management
Episode 46: Dollar Cost Averaging - "Smaller" Investors
12:19
Episode 45: Dollar Cost Averaging - Market Volatility
Wilson Wealth Management
Episode 45: Dollar Cost Averaging - Market Volatility
22:31
Episode 44: Lump Sum Investing
Wilson Wealth Management
Episode 44: Lump Sum Investing
12:08
Episode 43: Portfolio Construction
Wilson Wealth Management
Episode 43: Portfolio Construction
31:57
Episode 42: A Quick Look Back and the Path Forward
Wilson Wealth Management
Episode 42: A Quick Look Back and the Path Forward
26:29
Episode 41: ETFs versus Mutual Funds
Wilson Wealth Management
Episode 41: ETFs versus Mutual Funds
25:19
Episode 40: Passive Index Funds
Wilson Wealth Management
Episode 40: Passive Index Funds
13:54
Episode 39: Keys to Passive Investing
Wilson Wealth Management
Episode 39: Keys to Passive Investing
38:02
Episode 38: Why is Active Investing Not Optimal? Some Data
Wilson Wealth Management
Episode 38: Why is Active Investing Not Optimal? Some Data
29:17
Episode 37: Should You Actively Invest?
Wilson Wealth Management
Episode 37: Should You Actively Invest?
30:08
Episode 36: Empirical Evidence on Passive versus Active Management
Wilson Wealth Management
Episode 36: Empirical Evidence on Passive versus Active Management
28:08
Episode 35: Introduction to the "Passive versus Active Management" Debate
Wilson Wealth Management
Episode 35: Introduction to the "Passive versus Active Management" Debate
22:37
Episode 34: Investment Professionals
Wilson Wealth Management
Episode 34: Investment Professionals
21:04
Episode 33: Mutual Fund "Shenanigans"
Wilson Wealth Management
Episode 33: Mutual Fund "Shenanigans"
31:10
Episode 32: Mutual Fund Performance Analysis
Wilson Wealth Management
Episode 32: Mutual Fund Performance Analysis
28:58
Episode 31: Mutual Fund Costs
Wilson Wealth Management
Episode 31: Mutual Fund Costs
57:56
Episode 30: Mutual Funds - Advantages
Wilson Wealth Management
Episode 30: Mutual Funds - Advantages
17:04
Episode 29: Introduction to Mutual Funds
Wilson Wealth Management
Episode 29: Introduction to Mutual Funds
30:29
Episode 28: Individual Assets vs Investment Funds
Wilson Wealth Management
Episode 28: Individual Assets vs Investment Funds
32:14
Episode 27: Equity Asset Allocation Considerations
Wilson Wealth Management
Episode 27: Equity Asset Allocation Considerations
19:44
Episode 26: Fixed Income Asset Allocation Considerations
Wilson Wealth Management
Episode 26: Fixed Income Asset Allocation Considerations
19:18
Episode 25: Cash Asset Allocation Considerations
Wilson Wealth Management
Episode 25: Cash Asset Allocation Considerations
25:59
Episode 24: Target Asset Allocation
Wilson Wealth Management
Episode 24: Target Asset Allocation
27:55
Episode 23: Asset Classes
Wilson Wealth Management
Episode 23: Asset Classes
32:32
Episode 22: Finding an Advisor: Compensation
Wilson Wealth Management
Episode 22: Finding an Advisor: Compensation
53:17
Episode 21: Finding an Advisor: Personal Fit and Service Offering
Wilson Wealth Management
Episode 21: Finding an Advisor: Personal Fit and Service Offering
29:45
Episode 20: Finding an Advisor: Experience
Wilson Wealth Management
Episode 20: Finding an Advisor: Experience
11:37
Episode 19: Finding an Advisor - Technical Qualifications
Wilson Wealth Management
Episode 19: Finding an Advisor - Technical Qualifications
28:03
Episode 18: Asset Correlation Obsession
Wilson Wealth Management
Episode 18: Asset Correlation Obsession
21:13
Episode 17: Asset Correlations in the Real World
Wilson Wealth Management
Episode 17: Asset Correlations in the Real World
22:31
Episode 16: What is Diversification (and Asset Correlation)?
Wilson Wealth Management
Episode 16: What is Diversification (and Asset Correlation)?
16:35
Episode15: Compound Returns
Wilson Wealth Management
Episode15: Compound Returns
23:35
Episode 14: Investor Profile - Time Horizon
Wilson Wealth Management
Episode 14: Investor Profile - Time Horizon
18:06
Episode 13: Investor Profile - Risk Tolerance
Wilson Wealth Management
Episode 13: Investor Profile - Risk Tolerance
28:43
Episode 12: Investor Profile - Objectives and Constraints
Wilson Wealth Management
Episode 12: Investor Profile - Objectives and Constraints
27:57
Episode 11: Investor Profile - Financial Situation
Wilson Wealth Management
Episode 11: Investor Profile - Financial Situation
18:55
Episode 10: Investment Policy Statements
Wilson Wealth Management
Episode 10: Investment Policy Statements
17:50
Episode 9: Investment Returns - Part 2
Wilson Wealth Management
Episode 9: Investment Returns - Part 2
19:24
Episode 8: Investment Returns - Part 1
Wilson Wealth Management
Episode 8: Investment Returns - Part 1
18:47
Episode 7: Systematic Risk
Wilson Wealth Management
Episode 7: Systematic Risk
20:52
Episode 6: Nonsystematic Risk
Wilson Wealth Management
Episode 6: Nonsystematic Risk
29:58
Episode 5: Standard Deviation as Investment Risk?
Wilson Wealth Management
Episode 5: Standard Deviation as Investment Risk?
31:52
Episode 4: What is Investment Risk?
Wilson Wealth Management
Episode 4: What is Investment Risk?
18:52
Episode 3: What is Pure Risk?
Wilson Wealth Management
Episode 3: What is Pure Risk?
12:56
Episode 2: What is Risk?
Wilson Wealth Management
Episode 2: What is Risk?
12:43
Episode 1: Wealth Management Commentary Objectives
Wilson Wealth Management
Episode 1: Wealth Management Commentary Objectives
6:00