|
|
|
|
 |
 |
This week's featured expert is Scott Welch, CIMA, Senior Managing Director at Fortigent, LLC.
In this series, Mr. Welch discusses the benefits and/or disadvantages of Modern and post-Modern Portfolio Theory in this new economy.
The main principles of Modern Portfolio Theory are prudent asset allocation, appropriate diversification, and “optimization” of the risk and return in investment portfolios.
To learn more about investing, money management, and retirement planning, see Wise Investing for additional useful publications. |
Scott Welch, CIMA
Fortigent, LLC. |
|
|
|
|
