Asset allocation is one of the most important decisions an investor can make. We base your asset allocation on a number of different variables including but not limited to: Age, goals, time horizon, the economic cycle and a variety of other factors. Asset allocation should not be limited to investment classes but also investment plans as well. Knowing how each asset is taxed in different plans can save you thousands when the tax man comes calling. Come in today for a free review of your portfolio and it’s asset allocation.
