Ask Your Advisor These Questions Before Investing in Model Portfolios скачать в хорошем качестве

Ask Your Advisor These Questions Before Investing in Model Portfolios

A look at what model portfolios are, how they invest, and their pros and cons. 00:00 Introduction 00:31 What Are Model Portfolios? 00:54 Why Model Portfolios Are Attractive to Advisors 01:28 How Advisors Access Model Portfolios 02:04 Most Popular Model Portfolio Providers Outside of Home Office Models 02:46 What Kind of Investments Are in Model Portfolios? 03:27 Most Popular Types of Model Portfolios With Advisors 03:53 Asset-Allocation Models for the 60/40 Portfolio 04:24 Income-Focused Models 05:05 Customization of Model Portfolios 06:00 Which Types of Advisors Are Likely to Use Customized Model Portfolios? 06:45 Advantages of Model Portfolios 07:38 Disadvantages of Model Portfolios 08:12 What Investors Need to Ask Advisors Before Investing With Model Portfolios What to watch from Morningstar. What Falling Interest Rates May Mean for the 60/40 Portfolio    • What Falling Interest Rates May Mean for t...   3 Great Funds for the Class of 2024    • 3 Great Funds for the Class of 2024   3 Must-Knows Before Investing in Target-Date Funds With Annuities    • 3 Must-Knows Before Investing in Target-Da...   Generating Retirement Income Just Got Easier—or Did It?    • Generating Retirement Income Just Got Easi...   3 Great Balanced Funds    • 3 Great Balanced Funds   Read what our team is writing. Jason Kephart https://www.morningstar.com/people/ja... Susan Dziubinski https://www.morningstar.com/people/su... Follow us on social. Facebook:   / morningstarinc   X:   / morningstarinc   Instagram:   / morningstar.  . LinkedIn:   / 5161