Education & Asset Allocation

Education is key to successful long-term investing. Understanding how markets operate, dispelling the myths that cause fear which leads to inaction or the wrong action (see 7 Freedom Facts), and a proven strategy that helps navigate through all market environments, provides certainty in uncertain times. It means we don’t need to fear the next inevitable market correction but see these times as an extraordinary opportunity to create our greatest level of wealth yet.

Asset Allocation will ultimately guide the success of our clients’ portfolios. By success, we mean the difference between achieving their personal needs or not.

Having a cookie cutter approach to asset allocation based purely on a clients’ tolerance to risk is misguided because it completely ignores the clients’ needs.

The real question we must uncover together with our clients’ is what asset allocation classes will give the highest probability of getting from where they are today to where they need to be.