When investing for different time frames, all you have to do is invest in separate portfolios for your short-, intermediate-, and long-term goals, right?
According to Vince Esposito and Rob Isbitts, it’s not that easy.
Today, Vince and Rob explore the strategy behind investing for multiple timeframes, debunking the popular “bucket theory” and explaining how and why Sungarden does things differently.
In this episode, you’ll learn:
- How Sungarden diversifies by thinking in multiple timeframes
- Why Sungarden doesn’t believe in a “set-it-and-forget-it” investment strategy
- The difference between a core and tactical investment, and how Sungarden uses each type in portfolios
- Why asset allocation shouldn’t be permanent
- And more!
Tune in now to learn more about Sungarden’s approach to investing for clients’ goals, no matter the time frame!
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Investing involves risk including possible loss of principal.
Vince Esposito and Rob Isbitts are an Investment Advisor Representatives with Dynamic Wealth Advisors dba Sungarden Investment Research. All investment advisory services are offered through Dynamic Wealth Advisors. The material in the podcast has been distributed for informational purposes only. The material contained in this podcast is not a solicitation to purchase or sell any security or offer of investment advice. No part of this podcast may be reproduced in any form, or referred to in any other publication, without express written permission.
Vince Esposito and Rob Isbitts are also the sub advisors of the Dunham Alternative Dividend Fund. Investors should consider the investment objectives risk factors charges and expenses of the Dunnam Alternative Dividend Fund carefully before investing. This and other important information is contained within the fund’s prospectus which may be obtained by contacting your financial adviser or by calling toll free 800-442-4358. Please read prospectus materials carefully before investing.