Tag: Portfolio Diversification

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Diversifying Your Investments with the Core Satellite Approach

Diversifying Your Investments with the Core Satellite Approach

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What makes a solid investment strategy? 

Kirk Loury, Portfolio and Wealth Strategist at MCM Wealth unravels the complexities of the core satellite portfolio structure. Discover how this approach balances risk and growth by blending a stable core with dynamic satellite investments for long-term success. 

Kirk discusses: 

  • The basic principles of the core satellite portfolio structure
  • The importance of distinguishing short, mid, and long-term portfolios 
  • Why the core holds stable assets like S&P 500 Index funds
  • Examples of satellite investments, including cryptocurrency and emerging markets
  • And more

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Understanding ESG and Passion Investing

Understanding ESG and Passion Investing

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What does ESG mean for your investments? 

Kirk Loury, Portfolio and Wealth Strategist at MCM Wealth explores the world of ESG  (Environmental, Social, Governance) investing. Discover the buzz around these new investment trends and why the conversation is more relevant today than ever

Kirk discusses: 

  • The evolution of ESG and passion investing 
  • How ESG differs from traditional investing
  • Key environmental, social, and governance factors considered in ESG investing 
  • The potential benefits and challenges of ESG investing 
  • And more

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