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Asset Allocation, Diversification, and Rebalancing

Asset Allocation, Diversification, and Rebalancing 1

Asset allocation is an investing strategy for maximizing your returns while minimizing the overall risk of your investment portfolio. It involves diversifying your investments among the major asset classes, such as equities, fixed income, real estate, commodities, and cash. Since different asset classes performs differently, i.e., some will go up or down more than others, … Read moreAsset Allocation, Diversification, and Rebalancing

The Best Investment Accounts for Different Asset Classes

The Best Investment Accounts for Different Asset Classes 12

Because of the different ways the Internal Revenue Service (IRS) taxes certain types of investment income, some investments are better held in tax sheltered plans while other investments work better in non-sheltered plans. As a general rule, investments that provide predictable income streams, like interest and dividends, need to be in tax sheltered plans to … Read moreThe Best Investment Accounts for Different Asset Classes