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Three Things to Know About Asset Allocation

June 18, 2015 By tpadvisory Leave a Comment

June’s employee memo is simple overview on investment diversification and asset allocation.

1 |  Different assets play different role

While stocks have significant appreciation and wealth-building potential, bonds can generate steady income. Cash can buffer the effect of market losses, while alternative investments can help improve a portfolio’s diversification potential.  June 2015 Employee Memo

 

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