Portfolio Asset Allocation Is Like A Well Balanced Diet

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Portfolio Asset Allocation Is Like A Well Balanced Diet

To have a healthy diet typically requires you to eat a variety of foods that will allow you to obtain the nutrients necessary to keep your body functioning at its optimal capacity. It is not without reason that your parents wanted you to have your vegetables! 

You may be wondering, “Why in the world is he speaking about nutrition? I thought this was about finance!”

The fact is the concept of a well-balanced investment portfolio closely mirrors that of a healthy diet.

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My Financial Adviser: Friend or Foe?

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My Financial Adviser: Friend or Foe?

What qualities do you look for in your financial adviser? 

When asking a few clients recently, the most common answers mentioned were: integrity, honesty and accountability. It is no surprise that clients are inclined to choose an honest adviser. After all, there have been many scandals in the financial industry from Bernie Madoff to Earl Jones that have made many investors think twice when choosing an adviser.

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