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An Approachable Guide to Portfolio Best Practices

Run Time: 32:51

Having a clear investment philosophy is not just advantageous—it’s imperative. Whether you are considering joining our client community, seeking to acquaint yourself with our investment philosophy, or are an existing client refreshing your knowledge, this webinar provides valuable insights into why having a robust investment philosophy is crucial for long-term financial success. Christina Lee, Senior Financial Planning Analyst at The Planning Center’s Chicago office, hosts this session where we delve into the intricacies of our investment process and walk through some portfolio best practices. 

Topics We Cover Include:

  • Asset Allocation: Understanding the foundational concept of asset allocation and its significance in shaping portfolio risk and return.
  • Diversification: Exploring the importance of diversification in managing portfolio risk, with real-world examples and strategies.
  • Tax Efficiency: Insights into tax-efficient investing strategies tailored to different account types.
  • Academic Insights by Dimensional Fund Advisors: Leveraging evidence-based investment strategies for long-term success.
  • Rules-based Rebalancing: Learn about systematic rebalancing techniques to maintain portfolio health.
  • Market Pricing Adjustment: Exploring the Market Pricing Adjustment approach and its role in optimizing portfolio exposure.

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Webinar Speakers:

Andy Baxley, CFP®, CIMA®, CeFT®

Sr. Financial Planner
My approach to financial planning goes beyond the numbers; it’s about helping the individuals and families I serve achieve clarity, confidence, and a sense of purpose around their money. Ultimately, I don’t just want my clients to feel financially secure; I want them to feel empowered to plan with a sense of optimism and possibility.

Matt Knoll, CFP®

Sr. Financial Planner
My role as a financial planner allows me to help people make progress every day toward improving their financial picture. When I’m not meeting with clients, I run the daily trade desk activity and help with operation workflows. I was lucky enough to start working at The Planning Center as an intern in the summers of 2011 and 2012, and joined the firm full-time after graduating from Iowa State University with a degree in finance in 2013. I love building a relationship with individuals by helping them achieve some of their biggest financial goals.

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