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Brian Perry
ABOUT Brian

In this video, Pure Financial Advisors’ Director of Research, Brian Perry, CFP®, CFA® outlines the 5 top portfolio management techniques: conservative, moderate, aggressive, income-oriented, and tax efficient. Brian discusses when and how you might use each of these five techniques and how to decide which one best suits your financial goals.   Important Points: (00:50) […]

In this video, Pure Financial Advisors’ Director of Research, Brian Perry, CFP®, CFA® outlines the 5 top portfolio management techniques: conservative, moderate, aggressive, income-oriented, and tax efficient. Brian discusses when and how you might use each of these five techniques and how to decide which one best suits your financial goals.

 

Important Points:

(00:50) – Conservative Portfolio Management Strategy

(01:16) – Time Horizon and Risk Tolerance

(01:25) – Intermediate Approach

(01:39) – Growth Approach

(02:15) – Income-Oriented Approach

(02:33) – Ways of Generating Income: Total Return Approach and Dividends and Interest Approach

(03:17) – Tax Efficient Approach

(03:56) – Two Main Types of Assets: Growth and Safety

(06:25) – Financial Planning First, Investing Next

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