Managed Asset Portfolios Weekly Webinar August 24, 2026
Aug 25, 2026Join our latest investment webinar as Michael Dzialo, Chief Investment Officer of Managed Asset Portfolios, discusses asset allocation and why determining the right balance between stocks and bonds requires more than simply considering an investor’s age.
The discussion examines how liquidity needs, investment time horizon, risk tolerance, tax considerations, and individual financial goals should help determine the appropriate mix between equities and fixed income. It also highlights the risks associated with longer-duration bonds and why equities can play an important role in preserving purchasing power over the long term.
The session concludes by emphasizing that there is no one-size-fits-all approach to asset allocation and that investment portfolios should be structured around each investor’s individual circumstances and objectives.
For more information and specific performance metrics, we invite you to review our Strategy Fact Sheets. Please reach out to your MAP advisor, or email [email protected] if you have questions or topics you’d like addressed in future webinars.