 |
Asset Allocation
Depending on your risk tolerance and return expectation, you will need to choose an allocation among your investment options. Most of your return will come from this critical allocation decision. You should stick with your decision for the long term unless your goals or circumstances change. The chart below summarizes historical allocations between stocks, bonds, and cash equivalent investments.
If you need help with your individual situation, please feel free to contact us. |
|
|
|
