Asset Allocation: What Can It Do For You?

Asset Allocation: What Can It Do For You?

The investment world is typically focused on beating a benchmark, competition, and areas that, while interesting to analyze, have little to do with achieving your financial goals. We see investment management as a process of building and continually adjusting your portfolio to stay consistent with your personal situation and financial goals. The foundation of this approach starts with setting target allocations while periodically re-balancing the portfolio back to those targets as investment returns skew the original asset allocation percentages. Investment management considers your income tax situation, risk tolerance, and risk capacity.  These highly personal measures are then integrated with big-picture asset allocation factors such as economic conditions, market fundamentals, and appropriate investment selection. Our philosophy is a realistic approach to markets, understanding what makes you tick and the life you want to live. We then connect the two with the specifics that are relevant to your success.

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Published: February 20, 2015

Authored By: Bethany Muensterman

Phone: 812-477-6221


The information in this material is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons. While all information prepared in this document is believed to be accurate, any statements of opinion constitute only current opinions of Payne Wealth Partners, Inc., which are subject to change and which Payne Wealth Partners, Inc. does not undertake to update. Accordingly, you should not put undue reliance on these statements. The information does not attempt to examine all the facts and circumstances that may be relevant to an individual’s financial needs. Payne Wealth Partners, Inc. is not soliciting any action based on these statements.

Contact Our Offices

Payne Wealth Partners, Inc.
Keystone Financial Consulting
601 N Cross Pointe Blvd
Evansville, IN 47715
Phone: 812-477-6221
Toll Free: 888-477-6221
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