006 IAQ: How Many Funds Are There in a Well Diversified Portfolio?

Perhaps your portfolio is not as well diversified as you think! Cassie Laymon and Hillary Sunderland, Chief Investment Officer of LightPoint™ Portfolios discuss several factors that contribute to diversification that lowers the risk to your clients. Click here to go to the LightPoint™ Portfolios website: LightPoint™ Portfolios Full transcript below. Transcript Cassie: So Hillary, welcome…

002 IAQ How Do I Decide Which Business Practices to Screen from My Portfolios?

Welcome to this week’s INFREQUENTLY ASKED QUESTION: How Do I Decide Which Business Practices to Screen from My Portfolios? Many advisors would like a straight-forward, black and white approach to portfolio screening. They would like a widely accepted definition of faith based investing, but that doesn’t exist. In this video, Hillary Sunderland and Cassie Laymon discuss…