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Mastering Investment Portfolio Construction with Brian Regan
Brian Regan, the Chief Investment Officer of Asset Management Resources joins Chris Boyd and Jeff Perry for this episode on the topic of investment portfolio construction. Chris starts out by asking Brian for his comments on how an individual's risk tolerance impacts investment portfolio decisions. The conversation moves along to a detailed discussion on principles for asset allocation of stock and bonds. Jeff asks Brian how he goes about selecting specific mutual funds and ETFs. Brian shares his thoughts of how he uses core and satellite positions while also making periodic adjustments to a…
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