When building portfolios advisors commonly focus on the risk and return attributes of the investible asset opportunity set, primarily stocks and bonds. In this presentation, David Blanchett, head of retirement research at Morningstar Investment Management LLC, will explore why no portfolio is an “island” and how it is important to take a more holistic approach and consider a variety of unique factors in order to build more efficient portfolios. In particular, this presentation will explore how an individual’s total wealth, the risk of the liability, investor preferences (such as an income focus), taxes, and investment duration all affect the optimal portfolio allocation decision.

September 7, 2016 from 12 noon to 1:00 pm

1 CFP CE pending approval.

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