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Asset Allocation

When should you change the asset allocation of your portfolio?

When should you change the asset allocation of your portfolio?

An asset allocation is designed to produce long term results, within an acceptable level of risk. Such strategy should remain consistent whether the market is relatively stable, volatile, increasing or decreasing. Asset allocation strategy should not be changed due to market circumstances, but that doesn’t mean that there aren’t times when it is both appropriate and advisable to update your strategy. A change to your risk tolerance or return needs would indicate that it is worth revisiting whether an update to the asset allocation of your portfolio is needed.

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