In this episode of the Science of Economic Freedom, I interview one of the best minds in the financial industry today, Mercer Advisors Chief Investment Officer Don Calcagni.
Topics in this episode include…
Here are a few “Action Steps” to take away from this episode:
1) Review your current asset allocation to make sure you are fully diversified.
2) Rebalance your portfolio and look to make any adjustments needed to get your money in line with your asset allocation targets.
3) Begin planning for the new tax law and its impact you. The first step is to understand the changes that will go into effect in the tax year 2018.
4) Go to www.scienceofeconomicfreedom.com and review Don Calcagni’s articles, as well as all our special reports.
Jun 28, 2018
Jul 25, 2018
Oct 24, 2018
Nov 1, 2018
Jan 15, 2018
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