Introduction to Determining Your Asset Mix

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Finding the best asset mix is crucial to meeting your goals. But before you begin selecting investments, do some background work.

What you will learn

  • What You Need to Get Started on Your Asset Mix
  • Improving the Odds of Reaching Your Goal
  • Limitations of Asset Allocation Tools

What do you know?

Introduction to Determining Your Asset Mix

You’ve built your emergency fund, determined your investment goals and their costs, and thought about how much risk you can take. But how do you know which securities to buy? Which ones are going to get you where you need to go?

Before you begin choosing individual mutual funds and/or stocks, you need to think in broader strokes. You need to consider your asset allocation.

This course will show you what you need to know before determining your asset mix. It will also discuss the limitations of online asset-allocation tools.