Where to Invest


Where to Invest

A sound investment plan begins with a basic foundation. Not just a foundation of investments, but also a basic knowledge of asset classes, their characteristics, and how they work together.

Basic Asset Classes
You can’t bake a cake if you don’t have the ingredients. Click here to learn the basic ingredients for a sound investment strategy.

Don’t put all of your eggs in one basket. If you do, you won’t have much of a nest egg when you retire.

What is Asset Allocation?
Just a fancy way of distributing your money– the same way you delegate responsibility at work and in your household.

What is Asset Rebalancing?
Investing is dynamic–like maintaining a car. Every so often you need to change the oil changed or get a tune-up, in order to ensure that everything’s in working order and won’t fail you somewhere down the road.