Investors are commonly focused on finding the "best" investments, but they neglect a lot of easy aspects of wealth building in the process. In this video I talk about the 3 aspects of wealth building (financial planning, asset allocation, and investment management) and how an investor can apply it to their finances. I answer a lot of financial questions too such as: lump sum vs dollar cost averaging, how much in equities, how should you think about allocation, and much more!
I worked at Goldman Sachs and an investment fund that managed hundreds of billions of dollars. Now I am a Registered Investment Advisor and manage money for individual's and families. In this channel I will teach you everything to do with money.
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0:00 — 3 Aspects of Wealth Building 4:40 — Financial Planning 13:43 — Wealth Management 15:51 — Bonds 16:08 — Alternative Investments 32:04 — Stocks vs Bonds 37:03 — ETFs 41:14 — Lump Sum of Dollar-Cost Average? 45:57 — The Importance of Emotional Resilience 47:56 — Investment Management 51:18 — The Investment Matching Principle
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Drew Cohen is a Registered Investment Advisor and he also runs an investment research firm, called Speedwell Research, that caters to professional investor and hedge funds.
Drew also has a podcast called The Synopsis. The Synopsis is aimed toward professional investors and covers stocks, investing, and various other topical business news.
