"Understanding Asset Allocation"

Most people think they have a pretty good idea of what asset allocation is all about. Our experience suggests they don’t. Our free eBook introduces some new concepts that challenge conventional financial planning views on asset allocation and offer some smarter ways of thinking about personal finance issues.

Download “Understanding Asset Allocation” and discover:

  • What is asset allocation and why is it important?;
  • How to choose your target asset allocation:
  • How you should measure your current asset allocation; and
  • How to transition from your current asset allocation to your target asset allocation.

You will be introduced to a framework that uniquely and explicitly links your lifestyle expectations to your desired level of long term (or lifetime) investment risk. Without the benefit of such an integrated approach, most investment strategies are effectively “flying blind”, almost certainly involving greater or lesser investment risk over time than intended.