Asset Allocation: Investing for the Long Term

July 06, 2022

Managing Your Investment Risk

“Don’t put all your eggs in one basket!” It’s a proverb you’re likely familiar with, but do you know how it impacts your investments?

Download our latest white paper to learn why this saying applies to your finances, and how we use asset allocation to manage risk and return in your investment portfolio. You’ll learn:

  • The reason why asset allocation is considered effective
  • How Growth and Income portfolios are strategically allocated
  • What it means when assets are negatively correlated
  • When adding stocks to a portfolio may lower its risk
  • The difference between strategic and tactical allocation

If you have any questions about asset allocation or your investment portfolio after downloading and reading Asset Allocation: Investing for the Long Term, please reach out to your Wealth Advisor.

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Any views or opinions expressed are those of Washington Trust Wealth Management. The information provided does not constitute legal, tax, or investment advice and it should not be relied on as such. It does not take into account any investor's particular investment objectives, strategies, tax status, or investment horizon. Please consult with a financial counselor, attorney, or tax professional regarding your specific investment, legal, or tax situation. It should not be considered a solicitation to buy or an offer to provide investment advisory or other services. All information is current as of the date of this material and may change at any time without prior notice. The information provided is solely for informational purposes and has been obtained from sources believed to be reliable but its accuracy is not guaranteed.