The LiSERT Score: A helpful tool for analyzing what assets should be in YOUR portfolio

I was recently interviewed on Accelerated Wealth Radio about a tool I created and use with my clients that helps them choose which assets would be best for their unique portfolio. The tool is called the LiSERT™ Score.  LiSERT is an acronym representing the five elements of a prudent asset—liquidity, safety, expense ratio, rate of return potential and tax efficiency.

Bon appetit!

Link to first segment of LiSERT radio show interview

Link to second segment of LiSERT radio show interview

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