Allocating Your Assets: Your Biggest Investment Decision

It’s so ingrained in how we manage our clients’ investment portfolios, we talk about it all the time. “Asset Allocation”. But what is it? What are assets, and what happens when you allocate them?

Asset Allocation: The Big Picture

Big picture, an asset is anything beneficial you have or have coming to you. For our purposes, it’s anything of value in your investment portfolio. After bundling your investable assets into asset classes, we allocate, or assign, each asset class a particular role in your portfolio. And we think this is one of the most important investment decisions you can make.


Waypoint Wealth Management

Posted by:

Waypoint Wealth Management