One of the most commonly-heard terms in finance is Asset Allocation. Oddly enough, it’s also one of the most misunderstood terms as well. Many people have heard of it, but they don’t understand its true value… or how much value it has at all… if any.
On today’s episode of CAPitalize Your Finances, we’ll go over what it is, how it works, and why it’s perhaps a little too popular and leaned on a bit too much. When is it appropriate to use what’s known as traditional asset allocation? Can sticking to a traditional asset allocation when growing your net worth hurt you in the long run? How do I go about creating my own “new and improved” version of asset allocation to grow my own net worth?
You asked me to do a show about asset allocation, and you got it! Tune in and get your questions answered!
You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal.
Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name CAPitalize Your Finances, a separate entity from LPL Financial. LPL ART-479349 (10/23)