Asset Allocation

Asset allocation is the process of distributing portfolio investments among the various asset categories.  Asset categories can include:

  • Cash
  • Large U.S. Stock
    • Growth
    • Value
  • Small U.S. Stocks
    • Growth
    • Value
  • Bonds
    • Government (U.S. & Foreign)
    • Corporate
    • High Yield
    • Municipal
  • Midsize U.S. Stock
    • Growth
    • Value
  • Foreign Stock
    • Large
    • Small
    • Emerging Country
  • Real Estate
  • Annuities
  • REITS
  • Convertibles
  • Precious Metals

The process involves three decisions:

  1. Which investment asset categories should I include?
  2. How much or what percentage into each asset category?
  3. Which investment type vehicle should be used?  Example (individual stocks or mutual funds)

Securities offered through representatives of Lincoln Financial Securities Corporation (LFSC), Member SIPC, to residents of AL, CA, FL, GA, LA, MS, NC, OH, SC, TN, TX, VA & WA.  LFSC is not affiliated with Tara Financial Group.

 
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Securities offered through Lincoln Financial Securities Corp., Member SIPC. Advisory Services offered through Tara Financial Group, Inc.
Lincoln Financial Securities Corp. and Tara Financial Group, Inc. are not affiliated. Insurance products offered through Lincoln affiliates.
Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail
investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe
LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.

LFS-2636739-071019
© 2011 Tara Financial Group