Stonebridge Capital Advisors

A Holistic View of Asset Allocation

A Holistic View of Asset Allocation

During periods of market volatility, in election years, and at times of inflation and recession, many investors may raise questions regarding the prospective risks of investing. Specifically, how is their investment portfolio optimally structured to help meet their investment objectives and achieve their financial goals?

Key Headlines:

  • Redefining “60-40”
  • Understanding the importance of asset allocation
  • Implementing a holistic approach to investing

 

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