Building Your Perfect Portfolio

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Welcome to another great video in our Education Series. Please remember to subscribe to our YouTube Channel.

In this video we will be discussing how to build your perfect portfolio using math to pinpoint your exact risk tolerance.  We use an award winning technology that is based on a noble prize winning framework called prospect theory. Enjoy!

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About the Author: Joseph Carbone, Jr.

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Joseph A. Carbone, Jr., is a wealth advisor and partner of Focus Planning Group. Joseph is an accomplished wealth advisor with extensive experience in portfolio management/research, financial planning, employee benefits, client relationship management, and insurance design. Joseph holds a bachelor’s degree in finance from Dowling College and obtained the Certified Financial Planner™, Accredited Investment Fiduciary®, and Accredited Asset Management Specialist℠ Designations.
You can contact Joseph via email or social media;
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