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Asset Allocation Part 2: Overview of the Different Asset Classes 

Sharon Winsmith
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Asset Allocation Part 3 ▶️ • Asset Allocation Part ...
In this video, I provide an overview of the 10 different asset classes. This is Step 1 in asset allocation where you decide how you want to allocate your money across the different buckets of asset classes available to you.
This video is Part 2 of the asset allocation series. In future videos we will dive into asset allocation within the main asset classes.
Asset Allocation Part 1 video ▶️ • Asset Allocation Part ...
Video Contents
00:00 - Intro
01:28 - Different Types of Asset Classes
13:05 - Review of Why Asset Allocation Matters
13:28 - Allocation Across Asset Classes
21:58 - Why Cash is Not an Asset
💡 I do not work with clients or offer any consulting services. If you want to learn more about the best tax and investment strategies, subscribe to my channel and check out these courses ▶️ sharonwinsmith.com/courses/
The information provided in this video is owned by Winsmith Tax LLC and is solely for informational and educational purposes. It is not intended as investment, legal, or financial advice. Always consult with a professional familiar with your unique situation, or conduct your own research before making any decisions. We might receive commissions for recommending certain products or services.

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9 июл 2024

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Комментарии : 13   
@sharonwinsmith
@sharonwinsmith 7 месяцев назад
Asset Allocation Part 3 ▶ ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-o7_Bql2MCVY.html
@stevecha3612
@stevecha3612 6 месяцев назад
I’d be interested in knowing more about how to find or get access to some of these investments as a qualified investor. I have a business, own commercial real estate, s&p index & crypto. I’d be interested in knowing what steps I would take to find other somewhat passive investments and what to watch out for when exploring these opportunities. How does one get to invest in a company pre-IPO, syndicates, etc? Appreciate your content and I like your way of thinking!
@sharonwinsmith
@sharonwinsmith 6 месяцев назад
Thank you for your kind words! I would suggest checking out this video where I talk about finding access to these types of investments ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-JBJTOXRb-1s.html
@Giamatty
@Giamatty 7 месяцев назад
great info. thanks for the video
@sharonwinsmith
@sharonwinsmith 7 месяцев назад
Thanks for watching!
@chayden1402
@chayden1402 7 месяцев назад
❤great content please keep 🙏 them coming
@sharonwinsmith
@sharonwinsmith 7 месяцев назад
Thank you!
@dee24298
@dee24298 7 месяцев назад
Really good content! Thank you!
@sharonwinsmith
@sharonwinsmith 7 месяцев назад
Glad you liked it!
@CFH298
@CFH298 6 месяцев назад
I’d like to know your thoughts on an emergency fund and HYSA.
@sharonwinsmith
@sharonwinsmith 6 месяцев назад
I don't believe in emergency funds and definitely do not have a HYSA.
@ELconomics101
@ELconomics101 7 месяцев назад
Good evening coach
@sharonwinsmith
@sharonwinsmith 7 месяцев назад
🙋🏻‍♀️
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