Founder @ OAK FOUR LIMITED | Certified Financial Planner, CFP™ | Guiding clients from financial uncertainty to lifelong prosperity and purpose.
Asset Allocation: The Foundation of a Strong Portfolio Asset allocation is the cornerstone of successful investing, yet many investors overlook its importance. By strategically dividing your portfolio among stocks, bonds, and cash, you can effectively manage risk and optimise returns. The key is to find the right balance based on your unique goals, risk tolerance, and time horizon. A well-structured asset allocation plan can help you weather market volatility and stay on track to achieve your financial objectives. What does your current asset allocation look like? Is it aligned with your long-term goals? #investing #evidencebased #retirementplanning #financialplanning
