Asset Allocation is how we discuss the percent of assets in one of the four main asset classes. It is the balance of risk and reward and is the most reliable leading indicator of the intermediate and long term trajectory of a portfolio. The Asset Allocation is the first place
Manage risk, not return – the timeline for college planning is somewhere between 0 and 20ish years. And unlike most of your investments listing the timetable is a non-starter. Families don’t want to see their children delay college because markets are sluggish. So managing the account should center around the
Investing in multifamily properties, which are buildings with multiple residential units, can be a profitable investment opportunity for those looking to enter the real estate market. However, like any investment, it comes with its share of benefits and drawbacks. Benefits of owning Multifamily investment properties: Steady income stream: Multifamily properties
