Asset Allocation Risks You Need To Know Now!

Поділитися
Вставка
  • Опубліковано 7 лют 2025
  • How much can you make or lose with a 70/30 asset allocation? What about a 60/40 or a 50/50? While we can never be 100% certain, by using statistics we can develop a very accurate range of potential returns for different asset allocations. Many investors and their financial planners are not well informed on what can happen during a recession for different asset allocations. Additionally sequence of returns risk is often not considered when selecting an asset allocation. Watch this video to learn what to expect from different assets allocations in the years ahead.
    Learn more at www.highpassasset.com
    This video is for educational and illustrative purposes and is not financial advice. Your broker or advisor will charge you fees or commissions to make investments and therefore your returns will be less than indexes. For example, if you invest in the S&P 500 ETF, SPY, you will pay a fee to the company managing the ETF, State Street Global Advisors. Your return on the S&P 500 ETF, SPY, will be less than the S&P 500 Index TR because of the fee paid to State Street Global Advisors. Additionally, you may pay a fee or commission to your broker or financial advisor, further reducing your return, below the index. Consult your advisor or broker for a detailed list of their fees or commissions before you invest. Investing involves risk and you can lose money.

КОМЕНТАРІ •