How to Establish Good Financial Habits – Integrating Human Capital Into Your Asset Allocation Plans

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How to Establish Good Financial Habits – Integrating Human Capital Into Your Asset Allocation Plans

John Mariscalco, CFA®, Associate Wealth Advisor

February 25, 2021

This video blog is the first in a Strategic Wealth Partner series on: How to establish good financial habits. We look forward to sharing these “vlogs” with you over the coming months.

In this vlog, SWP Associate Wealth Advisor John Mariscalco expands on a recent piece he wrote about the impact investment risk can have on a hard-earned savings plan. Here, John moves one step further and discusses how to integrate two components in the wealth management decision-making process – human capital and financial capital.


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