family wealth
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 24, 2025 by Evan Roth · across every show →
Everything said about family wealth, oldest first
Feb 24, 2025 neutral
Roth: No scientific formula guarantees families stick to asset allocations in downturns
“There isn't a scientific methodology to getting to the exact right asset allocation that a family will not only stay the course during difficult times, but buy their losers and sell their winners to make sure that we stay rebalanced.”