Asset Allocation

One of the first steps to formulating a successful investment strategy is defining your asset allocation. This concept refers to determining what portion of your portfolio’s total assets will be dedicated to stocks, bonds, and any other asset classes you may wish to have exposure to over the long haul. Determining your asset allocation largely revolves around your investment objective as well as your time horizon. For the most part, younger investors ought to allocate a greater portion of their assets to stocks. Given the stability and current income that is associated with bonds, these securities should account for a greater portion in investors’ portfolios who are closer to retirement. Below, you will find an array of educational articles and guides that will help you understand and determine which asset allocation approach best suits you.