What factors do I need to consider when allocating my portfolio?

Knowing what stocks and bonds are is a helpful starting place when investing. However, determining the allocation of a portfolio is more complex. At Retirement Planning Services, we help clients think through how to allocate their individual portfolios based on multiple criteria.

One of those is years of fixed income distributions. We work with clients to determine their specific allocation to fit their goals. As clients needs change then we adapt the plan based on their specific circumstance. Learn a bit more about how we think about asset allocation and portfolio construction.

This content was written by Spencer S. Hall CFP®, RLP ®, CKA ®, MBA, MDiv

Spencer is a Certified Financial Planner™ with 14 years in the field of retirement and financial planning. As a second-generation financial advisor at Retirement Planning Services, Spencer brings a wealth of experience and passion to help clients align their wealth with their core values.

Advisory services offered through Retirement Planning Services, LLC.

The information in this article is intended for general educational and informational purposes only, and should not be construed as investment advisory, financial planning, legal, tax, or other professional advice based on your specific situation. Please consult with your professional advisor(s) before taking any action based on its contents.