March 2, 2016
So Exactly What is Asset Allocation

So Exactly What is Asset Allocation

So Exactly What is Asset Allocation There are more ways to target your investment money than you may realize. You can split it between big companies and little companies, established companies and newcomers, local companies and foreign concerns. You can even look at which economic climate is best for which industry. The more you consider these factors, the better able you will be to maximize your return and minimize your risk; each approach has merits, and ignoring any one of them can leave you in the cold. Making sure that your investments are properly allocated is known as diversification. In our last post we discussed some of the things you should consider when you are diversifying your fixed-income investments. Today we will examine some of the factors you should consider when you invest in equities. As CERTIFIED FINANCIAL PLANNER™ professionals, our job is to help you allocate your investments wisely. That means that once we have helped you clarify your financial goals, we consider all the important ways your investments should be balanced. These may be obvious factors that any savvy investor will understand, or they may be less-obvious ones that would occur only to professionals. First, the basics. Think […]