Infographic: Asset Allocation Tips

Infographic: Savvy Tips on How to Allocate Investment Assets

  • 1. Does this account fit my banking habits?
  • Just like with a checking account you have to ask yourself (and the prospective bank) similar questions: Do you prefer meeting face-to-face with a teller or quick transactions online? How often do you tap into your savings, if at all? Do you prefer setting up automatic withdrawals or managing your account with a passbook? Your personal preference(s) play a major part in selecting a bank.

A successful portfolio requires properly allocating your investments. It is crucial to diversify and rebalance your portfolio on a regular basis. Asset allocation is an investment strategy with a goal to balance risk and reward by dividing a portfolio’s assets according to an investor’s goals, risk tolerance and investment horizon. As an investor gets closer to retirement, financial planners suggest having less invested in equities.

Take a look at this allocation guide by

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