Summary of Determining Your Asset Mix

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Summary of Determining Your Asset Mix

Your asset allocation is your blend of stocks, bonds, and cash. Finding the best asset mix is crucial in order to meet your goals. That’s why most financial advisors agree that setting up the right asset mix is more important than choosing great investments.

Determining your asset allocation is easier than it used to be, thanks to a variety of online calculators and tools. However, if those do not satisfy you, a financial planner or investment advisor can work with you to craft an effective portfolio. His or her services will typically include help on how to monitor the portfolio to ensure that it continues to meet the investment goals that you have set.

What you have learned

  1. What You Need to Get Started on Your Asset Mix
  2. Improving the Odds of Reaching Your Goal
  3. Limitations of Asset Allocation Tools

Find out what you have learned