How Can Asset Allocation Help You Reach Your Financial Goals?
Categories: Getting Help
Diversification has been called “the only free lunch” in finance, and asset allocation is an important part of it. Mark Ukrainskyj, CFA, stopped by our office to field a few questions about how asset allocation can help investors reach their goals. Mark is a member of the board of the New York Society of Security Analysts and chief investment officer at AEPG Wealth Strategies, a wealth manager located in Warren, New Jersey.
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