Asset allocation is the most significant factor in investment portfolio success, outweighing market timing and security selection; it involves structuring investments across uncorrelated assets that don't all move in the same direction, with annuities potentially serving as uncorrelated assets that can enhance retirement portfolio strategies.
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Asset Allocation Leads to SuccessAdded:
Asset allocation is the number one driver in people's portfolio success.
Okay. Not timing, not security selection, asset proper asset allocation. And proper asset allocation we mean by different assets that are uncorrelated. And then an annuity can potentially be an uncorrelated asset to the market. And if the And if that fits into a person retirement portfolio strategy, it can be a way to go. And there is other option that can also be fulfilling that hole.
But we always take a look at the proper asset allocation of a portfolio. Welcome to Retirement Success TV. My name is Cynthia De Fazio, joined today by Micheline Dager and Joseph Becklini of Dager Wealth Management.
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