Luke on 2CC – Asset allocation during volatile times

Asset allocation can protect you from market volatility


Luke Smith joined 2CC Talking Canberra 1206AM.
Financial Adviser, Luke Smith, Financial Planner CanberraThe Money Show aired on Friday 15 May 2020 and the topic: Asset allocation.

In today’s topic Financial Planner Luke Smith joins Leon to explore the issues around asset allocation, market volatility and investing. As Covid-19 slowly declines, Leon has returned from his home to the 2CC Studio. Luke will return to the studio next week! 

Key highlights include:

  • What is asset allocation?
  • Risk plays a big part in determining your asset allocation, how fast will you drive your car?
  • Why is being aware of media noise is important?
  • Important note: Not all assets within the same asset class are the same.
  • What are growth and defensive assets?
  • Does market volatility influence asset allocation?
  • Check the underlying asset classes; don’t go on the name of a portfolio – balanced might not be balanced!
  • Should you invest in a volatile market?
  • An offer for a free appointment to talk about your own investment needs. 

Listen to the Podcast right now

Also available on Apple Podcasts and Spotify ‘The Strategy Stacker – Luke Talks Money’

Apple Podcasts


Would you like financial advice on asset allocation and investments?

Asset allocation is how you slice up your investment portfolio
Asset allocation – How do you slice it up?

Make an appointment to catch up with Luke over the phone or via video conference. Appointments at the office will return once the Covid-19 has passed, shortly we hope!

Envision 2CC offer:  Your first appointment is at our cost – even over the phone or by video chat. Make an appointment to confidentially discuss your personal investing matters. Call Envision Financial Services on 6260 4749. You can also use our contact us form to make an appointment for a confidential discussion about your situation.

Luke will return to talk about financial planning on 2CC Talking Canberra next Friday from 4.30pm. Tune into listen live or visit our website again to catch up on the podcast. You can also check out our YouTube Channel at Envision Financial Canberra.

Facebook
Twitter
LinkedIn

We invite first time clients to make an appointment to meet with us