Asset Allocation
Why a baker's hat? Because
we make use of pie charts to depict the appropriate asset allocation
for the various situations our clients face. We build so many pie
charts you would think we were a bake shop. The right asset mix is key to our
approach of building wealth.
The pie depicted below is for an "all-weather" balanced
portfolio for later retirement. While we use models which have wide
acceptance among the investment community, we personalize these models to an
individual's risk tolerance, financial profile, and the time remaining before
the money will be needed.
An example of one of our model pie charts for retirement is shown below.
All Weather Asset Allocation Pie
The green represents Bonds.
The blue represents Annuities.
The red represents International
Stocks.
The orange represents Small Co.
Stocks.
The yellow represents Large Co.
Stocks.
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