Sugar Felsenthal Grais & Helsinger partner Jonathan Friedland to moderate webinar titled “All About Asset Allocation” as part of its 2019 series “Personal Finance & Investing Fundamentals 2.0”
Asset allocation involves dividing an investment portfolio among different asset categories, such as stocks, bonds, alternative assets and cash. The particular asset allocation that works best for an investor at any given point will depend largely on the investors time horizon and risk tolerance. By investing in a mix of different asset classes that tend to have investment returns that rise and fall under different market conditions (that is, which are non-correlated to each other) within a portfolio, an investor can protect against significant losses. In other words, market conditions that cause one asset category to do well often cause another asset category to have average or poor returns. By investing in more than one asset category, you’ll reduce the risk of losing money and your portfolio’s overall investment returns will have a smoother ride. Register here to learn more about how asset allocation can help your portfolio.