Three Ball Strategy

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Three Ball Strategy

Below you will find the first video in a new series of educational financial planning videos that we are excited to be launching. The purpose of these videos is to discuss a fresh topic every month that will help you to be a successful investor. We will be discussing investment strategies, tax minimization strategies, and many other topics in the realm of financial planning that we know you will find relevant and informative.

This month’s video discusses the basics of portfolio asset allocation and our “3-ball strategy”. IF you are a client of Harry Perler or David Olejnik, without a doubt you’ve likely already seen Harry or David draw the “3-balls” for you in a previous meeting. For those of you who have not, or who may need a refresher, the “3-ball strategy” is a basic way of thinking about portfolio asset allocation. Over the years we have found that this strategy resonates with our clients as it helps to simplify the basic principles of good investing. Investing is often made over-complicated and confusing by people in our industry.  Be sure to visit us at our YouTube Channel as we have started posted a series of videos which will be added to monthly. CLICK HERE to visit our YouTube Channel