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Podcast: The Real Investment Show (Full Show)
Episode: 3-24-26 Asset Allocation, Benchmarks, and High-Yield Debt Traps
Description: Lance Roberts and Jon Penn tackle the most pressing portfolio questions investors and retirees are asking right now:
Challenge the assumption that older investors should automatically shift to ultra-conservative allocations
Whether every account in a multi-account household needs the same investment strategy
why Roth IRAs may warrant a more aggressive growth posture
How much weight each equity position should carry, and how many stocks is too many
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP
Produced by Brent Clanton, Executive Producer
0:00 - INTRO
1:13 - Market Follow-up: What We Did
4:24 - Geopolitical...