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May 30, 2023

Determining the Right Asset Allocation for Your Portfolio

An asset allocation is an investment strategy that seeks to balance risk and reward using a selection of investments. Asset allocations can be simple. Perhaps 60% of a portfolio invested in stocks and 40% invested in bonds. They can also be complex, utilizing alternative investments like private … Read more about Determining the Right Asset Allocation for Your Portfolio

Filed Under: Wealth Management

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Kovitz Investment Group Partners, LLC is editor of The Prudent Speculator newsletter and is the investment advisor to individually managed client accounts and certain mutual funds. Investing involves risk, principal loss is possible, and there can be no assurance that investment objectives will be achieved. Past performance is no guarantee of future results. Registration of an investment adviser does not imply any certain level of skill or training.

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