Asset Allocation

Balancing risk and growth over time

Asset allocation is the practice of dividing your investment portfolio among different asset categories, such as stocks, bonds, and cash. The allocation that works best for you changes throughout your life, depending on your time horizon and risk tolerance.

A common rule of thumb is to subtract your age from 100 to determine your stock allocation percentage. For example, a 30-year-old might hold 70% stocks and 30% bonds, while a 60-year-old might hold 40% stocks and 60% bonds.

As you approach retirement, gradually shifting toward more conservative investments can help protect your savings from market volatility. However, maintaining some growth investments is important to combat inflation over a long retirement.

Key Takeaways

Remember that retirement planning is highly personal. What works for one person may not work for another. Consider your individual circumstances, risk tolerance, and goals when making financial decisions.

Always consult with a qualified financial advisor before making significant changes to your retirement strategy. They can help you create a personalized plan that aligns with your specific needs and objectives.