How Can Asset Allocation Help You Reach Your Financial Goals? (Video)
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.
If you liked this post, don’t forget to subscribe to the Enterprising Investor.
Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.