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by | Dec 18, 2020

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By looking deeper into the actual holdings within a mutual fund or other packaged investment, you and your advisor may determine that your overall allocation should be adjusted.

For instance, a balanced fund may hold both fixed income and equities, with the equity portion including both domestic and international securities.

If you already have direct investments in companies operating in a country that is represented within the fund, you might consider adjusting your holdings to lessen your overall exposure to that particular country.

Your advisor can help you understand your portfolio’s true allocation by examining all of your assets and the vehicles in which they are held. Combining that knowledge with an understanding of your investment objectives and risk tolerance, he or she can then make recommendations to ensure your portfolio stays in line with your investing goals.

Example Header Goes Here

By looking deeper into the actual holdings within a mutual fund or other packaged investment, you and your advisor may determine that your overall allocation should be adjusted.

For instance, a balanced fund may hold both fixed income and equities, with the equity portion including both domestic and international securities.

If you already have direct investments in companies operating in a country that is represented within the fund, you might consider adjusting your holdings to lessen your overall exposure to that particular country.

Your advisor can help you understand your portfolio’s true allocation by examining all of your assets and the vehicles in which they are held. Combining that knowledge with an understanding of your investment objectives and risk tolerance, he or she can then make recommendations to ensure your portfolio stays in line with your investing goals.

Example Header Goes Here

By looking deeper into the actual holdings within a mutual fund or other packaged investment, you and your advisor may determine that your overall allocation should be adjusted.

For instance, a balanced fund may hold both fixed income and equities, with the equity portion including both domestic and international securities.

If you already have direct investments in companies operating in a country that is represented within the fund, you might consider adjusting your holdings to lessen your overall exposure to that particular country.

Your advisor can help you understand your portfolio’s true allocation by examining all of your assets and the vehicles in which they are held. Combining that knowledge with an understanding of your investment objectives and risk tolerance, he or she can then make recommendations to ensure your portfolio stays in line with your investing goals.

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