News & Media

Know Yourself

February 2018

We want to focus on you for a second. We often times come to this blog to bring our views and interpretations of what is impacting the markets and how we go about our portfolio construction process. But this post is going to be all about you. Before we ever get to the conversation of what an investor’s asset allocation should look like, there is a world of information about the beneficiary we need to unearth. In order for us to know how to move forward with selecting the investments there’s one topic everyone involved needs to be on the same page with: risk. What is it? What does it mean to me? Why does it matter? How much can I take on? How much should I take on?

Read the full piece here.