asset strategy

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Miss our Asset Allocation Basics webinar?

By |2017-05-09T22:12:50+00:00October 16th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , , , |

The second webinar in our Healthy, WEALTHY, and Wise Women series is now available. Watch it whenever and wherever you want. Mackey McNeill, CPA, PFS, IAR will review some basic investment knowledge including: How to eliminate worry  What is risk, and how to determine how much is too much How to be prepared for market fluctuations What [...]

What is an Asset Allocation?

By |2017-05-09T22:12:22+00:00May 22nd, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , |

This month we are going back to the basics with a refresher on the topic of asset allocation.  If you are not an investment advisor, it may be a term you are unfamiliar with, especially if you don’t engage with an advisor to manage your assets. You won’t hear asset allocation discussed much on CNBC and [...]