Watch: Why asset allocation is critical to portfolio development

November 16, 2022

Monitoring the global investment marketplace for opportunities and risks is a big endeavor and, at Laurel Wealth Planning, results in a variety of updates each year to client portfolios.

Before we get to investment specifics, we spend time getting to know our clients. From that, we develop a risk-reward strategy, tax strategy, proper diversification, incorporation of global trends, and finally, specific investment recommendations.

The discipline of asset allocation flows throughout our portfolio development work. Bonds, stocks, and cash are the three primary asset classes. Each behave differently over time and at times may move together, but in different amounts (such as we’ve seen with stocks and bonds in 2022) and at times may move in opposite directions.

A portfolio with all three asset classes generally gives smoother, less volatile performance over time as the performance in the asset classes differ.

Learn more about our approach to investment management.

Learn more about asset allocation with this video from our custodial partner, Raymond James:



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The foregoing content reflects the opinions of Laurel Wealth Planning LLC and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful or that markets will act or react as they have in the past. 

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