Bridge over ocean
2 May 2013 Multimedia

Optimal Savings and Investment Decisions for Accumulating Assets

  1. David M. Blanchett, PhD, CFP, CFA

David Blanchett, CFP, CFA, gives an overview of important factors to consider when developing asset allocation and savings recommendations for clients during the accumulation phase of their lives. Topics such as determining the amount of asset savings required, total wealth asset allocation of those savings including the client’s human capital, optimal savings using a lifecycle consumption model, surplus optimization, time diversification, and the relative importance of different factors when it comes to achieving a goal will be explored.

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