It is important to seek expert financial advice when reviewing your investment portfolio and asset allocation
The Walton Financial Group in Barrie Ontario and team of investment advisers will help with balancing your investments
Asset Allocation is a phrase you’ll hear a lot. It means deciding what percent of your portfolio to keep in stocks, what percent to keep in bonds or fixed-income securities and what percent to keep in other asset classes like real estate or cash. Asset allocation is dynamic; you’re never done making this choice. It can be once a year ,but you probably need to revisit this question whenever something changes that affects your time horizon . This can include sudden and traumatic events such as job loss or critical illness.
You need to set your long -term asset mix of stocks, bonds , GIC’s in a way that reflects your risk tolerance and potential need for withdrawals as well as your stage in life and investment horizon.
When the market is volatile , it is important to resist the temptation to sell when prices plunge . History has demonstrated the benefit of staying invested . The financial advisers at the Walton Financial Group in Barrie are ready to answer your questions about portfolio balancing
The role of the investment adviser at the Walton Financial Group involves helping you determine the right mix of assets for you in your portfolio
