Cash ManagementRisk ManagementInvestment TypesInvestment StrategiesRetirement Planning
Compounding Dollar Cost Averaging Tax Reduction Strategies Setting Financial Goals Diversification Asset Allocation



  Introduction
> Advantages
  Allocation Process
  Models
  Rebalancing
  Q&A


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Asset Allocation

Advantages

History has shown that trying to time the market is next to impossible. That's why staying fully invested during all market cycles has historically given investors the greatest average return by comparison.

It's Time In, Not Timing

Asset allocation provides a long-term, broader approach to investing.

Scientific, disciplined and unemotional approach
Without a broad, goal-oriented approach, investing can feel like an emotional roller coaster.

Emotions

Asset allocation provides a scientific, disciplined and unemotional approach to investing.

Incorporates personal goals and risk

Goals & Risk

Everyone's asset allocation is different because it incorporates individual goals and risk tolerance.

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Last Updated: 7/21/2005