We’re strong advocates of asset allocation and setting the percentage of different assets such as stocks and bonds within a portfolio. Your allocation strategy will be determined based on your specific goals and risk tolerance. The right asset allocation enables you to keep costs low by buying and holding investments. This limits high levels of trading. We don’t recommend buying and selling in response to or in anticipation of market movements. Rather, we help you establish a diversified portfolio with regular re-balancing with the goal of taking advantage of long-term market trends.
