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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This material is presented for informational purposes, and nothing herein constitutes legal, accounting, or tax advice. Please consult with an attorney or tax professional regarding your specific financial, legal or tax situation.

The views expressed here are those of Washington Trust Wealth Management and are subject to change based on market and other conditions. Investment recommendations and opinions expressed in these reports may change without prior notice. All material has been obtained from sources believed to be reliable, but its accuracy is not guaranteed.