Studies indicate that savvy asset allocation may lead to long-term investment success. Individuals can find a desired mix of riskier asset classes, such as stocks, and relatively lower risk asset classes, such as bonds. Sticking with a chosen strategy might deliver acceptable returns from the volatile assets, as well as fewer fluctuations along the way from the stable assets.

What’s Inside

  • Tax-Wise Portfolio Rebalancing
  • Social Security Strategies That Still Work
  • With Retirement Plans, SIMPLE May Be Better
  • Tax Calendar