Financial Poise
Personal Finance Investing 2.0 - Asset Allocation

All About Asset Allocation

Asset allocation involves dividing an investment portfolio among different asset categories, such as stocks, bonds, alternative assets, and cash. The particular asset allocation that works best for an investor at any given point will depend largely on the investor’s time horizon and risk tolerate.

By investing in a mix of different asset classes which tend to have investment returns that rise and fall under different market conditions (that is, which are non-correlated to each other) within a portfolio, an investor can protect against significant losses. In other words, market conditions that cause one asset category to do well often cause another asset category to have average or poor returns. By investing in more than one asset category, you’ll reduce the risk that you’ll lose money and your portfolio’s overall investment returns will have a smoother ride.


Webinar Faculty

Moderator:

Jonathan Friedland
Jonathan Friedland

Jonathan Friedland is a senior partner in Sugar Felsenthal Grais & Helsinger LLP’s Chicago office. He is ranked AV® Preeminent™ by Martindale.com, has been repeatedly recognized as a “SuperLawyer”, by Leading… Read More

Panelists:

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Arthur T. Doglione

Arthur is an industry veteran with more than 20 years’ experience working with high-net-worth clients. He has an extensive background in wealth management with particular expertise in portfolio management. Before… Read More

Randy Hardy
Randy Hardy

Randy Hardy is a Vice-President and Principal of Clune & Associates – a boutique private wealth management firm. Besides working directly with clients, Randy also handles CIO duties for the… Read More

Sang H. Lee
Sang H. Lee

Sang H. Lee is the CEO and co-founder of DarcMatter, the global award winning fintech platform for alternative investments. As a pioneer within the Financial Services and Technology industries, he… Read More

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