Recently, the markets seem to just keep going up in value. As of late December, the S&P 500 is up over 25% in 2019 (1) as equity markets enjoy their best year since 2013 (2). But, don’t let this give you false optimism about the future. With every investment: you must be prepared for some kind … Read More
The Asset Allocation Dilemma
Asset allocation, in basic terms, is the division of investment assets among numerous asset classes. At its simplest, one would divide their investment dollars among stocks, bonds and cash, with the percentage allocated to each determined by the individual’s time horizon and risk tolerance. The … Read More