Properly allocating assets and minimizing investment risks are some of the most important financial decisions you can make as an investor. This is because your target portfolio should be created to ideally balance risk and reward according to many factors, your overall financial goals, your risk tolerance, and your investment time horizon, just to name a few.
ASSET ALLOCATION IS OFTEN VIEWED AS A PYRAMID, WITH THE BASE REPRESENTING GOOD, SOLID FOUNDATION OF GUARANTEED
INVESTMENTS, CASH, AND CASH EQUIVALENTS, WHILE ASSETS CONTAINING HIGHER POTENTIAL RETURNS – BUT ALSO REPRESENT
MORE RISK – MOVING TOWARDS THE TOP OF THE PYRAMID.
Properly allocating assets and minimizing investment risks are some of the most important financial decisions you can make as an investor. This is because your target portfolio should be
ASSET ALLOCATION IS OFTEN VIEWED AS A PYRAMID, WITH THE BASE REPRESENTING A GOOD, SOLID FOUNDATION OF GUARANTEED INVESTMENTS,
Properly allocating assets and minimizing investment risks are some of the most important financial decisions you can make as an investor. This is because your target portfolio should be
ASSET ALLOCATION IS OFTEN VIEWED AS A PYRAMID, WITH THE BASE REPRESENTING A GOOD, SOLID FOUNDATION OF GUARANTEED INVESTMENTS,
But even if you’ve created a well-diversified financial plan, this isn’t a one-time, set-it-and- forget-it endeavor, because your asset allocation mix will typically evolve over time as these criteria (your earnings potential, savings, marital status, employment status, etc.) can, and often do, change throughout your lifetime.
For instance, as you move closer to retirement, you will likely opt to reduce risk and focus on income-oriented financial vehicles. You may also want to keep your assets safe from a potential market downturn.
But even if you’ve created a well-diversified financial plan, this isn’t a one-time, set-it-and-forget-it endeavor, because your asset allocation mix will typically evolve
For instance, as you move closer to retirement, you will likely opt to reduce risk and focus on income-
But even if you’ve created a well-diversified financial plan, this isn’t a one-time, set-it-and-forget-it endeavor, because your asset allocation mix will typically evolve
For instance, as you move closer to retirement, you will likely opt to reduce risk and focus on income-
One of the best ways to ensure proper asset allocation is to work with a financial professional who can take a look at the whole picture, as well as the short- and long-term financial goals you have in mind. And this is exactly what we do at Bedrock Investment Advisors.
Would you like a review of your portfolio to determine whether or not your assets are best positioned for your future?
One of the best ways to ensure proper asset allocation is to work with a financial professional who can take a look at the whole picture, as well as the short- and long-term financial goals you have in mind. And this is exactly what we do at Bedrock Investment Advisors.
Would you like a review of your portfolio to determine whether or not your assets are best positioned for your future?