In this recorded webinar, our educators build a core portfolio from scratch: deciding the stock-bond split, choosing low-cost index funds for each sleeve, and setting a rebalancing schedule.
We answer the most common audience questions, including how to handle a lump sum versus dollar-cost averaging, and how to adjust allocations as you approach a goal like retirement.
The session includes downloadable worksheets so you can replicate the process with your own numbers.
Key takeaways
- Core portfolios start with the stock-bond split
- Low-cost index funds anchor each sleeve
- Worksheets let you rebuild the process at home
