How should investors manage their portfolio’s asset allocation within the context of record-high equity performance and current low-yield environment?
In a six-minute video featured on TD Ameritrade Network, Moneta CIO Aoifinn Devitt addressed some general guidelines for building model portfolios and how to adjust them in line with an investor’s personal risk tolerance, time horizon and liquidity needs. She touched on optimal diversification and rebalancing strategies while also speaking on how much to hedge against inflation.
Visit us on LinkedIn, Facebook and Twitter to look for more upcoming media appearances from Devitt.
© 2021 Moneta Group Investment Advisors, LLC. All rights reserved. Moneta Group Investment Advisors, LLC is an SEC registered investment advisor and wholly owned subsidiary of Moneta Group, LLC. Registration as an investment advisor does not imply a certain level of skill or training. Moneta is a service mark owned by Moneta Group, LLC. This video does not constitute an offer to sell or buy securities, nor does any statement contained herein represent any specific recommendation.
The post Moneta CIO Aoifinn Devitt: Portfolio Management Considerations When Allocating Assets appeared first on Moneta | Fee Only Financial Planning | Investment Advisors | Clients Nationwide.
source https://monetagroup.com/blog/moneta-cio-aoifinn-devitt-portfolio-management-considerations-when-allocating-assets/
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