Today we answer your questions about asset allocation. We start off with some basic principles that everyone should understand and then dive into more specific questions. We discuss what glide path allocation is and how your asset allocation needs change as you age. We talk about asset allocation when using a defined benefit plan and also cover some pros and cons of treating your mortgage as a negative bond and how that affects your asset allocation. See our asset allocation rules here [ Ссылка ]

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The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!

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00:00 Introduction
00:32 WCI Resources
02:49 Asset Allocation Principles
05:50 Glide Paths
11:08 Asset Allocation As You Age
15:47 Defined Benefit Plans
19:57 VNQ - Real Estate Index Fund
23:26 Rebalancing
27:33 Interview w/ Jilliene Helman RealtyMogul
43:00 Adding A Utilities Index?
46:54 Wrap-Up

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