Quote Of The Week: An Asset Allocation That Takes The Cake

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Cutting up the asset allocation pie is important, but sticking with it really takes the cake.

“I tell clients that setting an asset allocation is the second-most-important decision they will have to make.

The most important decision is committing to stick to it. … Research reveals that investors think they can take more risk when stocks are at an all-time high only to turn to cash after a plunge.

Allan S. Roth, “Four Investing Resolutions for a Dull 2017,” The Wall Street Journal, December 29, 2016

 

About Mari Adam

Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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