Asset Allocation

Asset allocation is an investment strategy that seeks to reduce investment risk, while maintaining a desired rate of return, by spreading an individual\’s investments over a number of asset types. But asset allocation does not guarantee a profit or protect against a loss in declining markets. Learn more about asset allocation investment strategy below.

Growth v.s. Value

There are two schools of thought within the investment community as to whether higher returns can be achieved for \”growth\” or by investing for \”value.\” Learn more about them and see which is best.

Choosing LTC

Assessing the need for long-term care (LTC) is an important part of any risk management program. The heavy economic burden of paying for such care should be measured against your available resources. Learn more about the common elements in long-term care policies.

Pyramid of Investments

An investment program should be built like a pyramid – with a strong, broad base. As your potential reward increases so does the potential risk. Check out this easy to follow graphic demonstrating the increase in potential risk vs potential reward.