Time Horizon Investing & Portfolio Construction with Kirk Loury
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What is time horizon investing and how can you implement it when constructing your investment portfolio?
In this episode, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines talks about what it means to have an investment time horizon and how to construct the portfolio.
Kirk discusses:
- What is time horizon investing, and the type of planning activities involved
- Who is responsible for making investment horizons work the way they’re supposed to
- How an investment time horizon works inside a wealth plan
- What indicates that an investment time horizon is not working
- How an investment time horizon works with an investment objective
- Technology’s role in managing investment horizons and budgets
- And more
Resources:
Connect with Geoff Hakim:
- MCM Wealth
- Office: 844-626-4949
- LinkedIn: Geoff Hakim
- geoff@mcmwealth.com
- Direct Line: 415-299-6574
Connect with Kirk Loury:
- MCM Wealth
- Advisable Wealth Engines
- LinkedIn: Kirk Loury
- kirk@mcmwealth.com
- Direct Line: 609-759-0404
About our Guest:
Kirk Loury provides integration between MCM’s marketing, investment strategies and implementation. He is also co-founder and managing member of Advisable Wealth Engines. Mr. Loury has over thirty years’ experience in a variety of executive roles covering investing, marketing, and wealth-technology deployment. He has a particular expertise in applying well-conceived insurance products as investments within a wealth plan to minimize portfolio volatility, deliver high tax efficiency, and meet multi-generational income goals. While having experience with institutional investors, Mr. Loury’s primary focus is with private wealth investors including family offices. Kirk Loury received a bachelor’s degree in marketing from the University of Colorado, Boulder, and an MBA from the Harvard Business School.