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


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™ 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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