One of the biggest determinants of your future net worth will be your asset allocation – how you apportion your portfolio to cash, bonds, and stocks (and the types of stocks you choose). In Month 3 of our 2026 Financial Planning Challenge, Amanda Kish joins host Robert Brokamp to discuss:
-Risk capacity vs. risk tolerance
-How factors such as your job and your past behavior could influence your portfolio
-Biases that may result in sub-optimal decisions
-Broad allocation guidance to consider
-Recommended tools for tracking and analyzing your portfolio
Host: Robert Brokamp, CFP®
Guest: Amanda Kish, CFP®, CFA
Engineer: Bart Shannon
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