Mar
28
Your Choices, Your Goals -- Make the Right Match
With thousands of stocks, bonds, and mutual funds to choose from, even the most seasoned investor can find building a portfolio overwhelming. And recent market volatility can make developing -- and sticking to -- an investment strategy challenging. By matching your investments to your goals, assembling the appropriate mix may be easier than you think. Asset Allocation Is Key Since each investment carries a certain degree of risk, taking the time to plan out your choices can pay off in the long term. The blueprint will be your asset allocation -- the way you spread your money among stock, bond, and cash investments. It can help you manage risk and return in your portfolio. The most effective asset allocation is one based on your...
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Jan
27
Balancing Your Investment Choices with Asset Allocation
A chocolate cake. Pasta. A pancake. They're all very different, but they generally involve flour, eggs, and perhaps a liquid. Depending on how much of each ingredient you use, you can get very different outcomes. The same is true of your investments. Balancing a portfolio means combining various types of investments using a recipe that's right for you. Getting the right mix The combination of investments you choose can be as important as your specific investments. The mix of various asset classes, such as stocks, bonds, and cash alternatives, accounts for most of the ups and downs of a portfolio's returns. There's another reason to think about the mix of investments in your portfolio. Each type of investment has specific strengths...
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