Leaning on stocks, not afraid to hold cash

Adviser Paul Schatz explains how he allocates his own portfolio.
OCT 02, 2014
It's one thing to talk about how others should be investing, quite another to lay it on the line and actually show how you're managing your own portfolio. With that in mind, InvestmentNews is taking a close look at how financial advisers allocate their personal assets. We are looking for volunteers to help us illustrate the myriad ways one can and will navigate the current economic environment, while investing for the long term. Interested? Email Jeff Benjamin or Trevor Hunnicutt.

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