Once you have obtained information about your client's goals and financial situation, you can start making investment recommendations. This process begins with choosing an appropriate asset allocation.

Asset Allocation and Strategic vs. Tactical Asset Allocation

Related Articles
  1. Investing

    Is Your Investing Style Hot, Or Not?

    Don't let your portfolio construction fall out of fashion.
  2. Investing

    Style Drift Can Hurt Mutual Fund Returns

    Small, gradual changes in a portfolio manager's stated strategies can be a big risk for investors.
  3. Financial Advisor

    Preparing For a Career as a Portfolio Manager

    Find out what it takes to win a spot in one of the most coveted financial careers.
  4. Investing

    Profit With Investment Policy Statements

    Defining how investments are managed and monitored can help investors meet their goals.
  5. Investing

    3 Steps To A Profitable ETF Portfolio

    Achieve your investing goals with this simple process.
  6. Investing

    Understanding The Mutual Fund Style Box

    Evaluate your investments with this simple tool.
  7. Financial Advisor

    An Introduction to Asset Allocation

    A portfolio is only as strong as its asset allocation. To create the right one, investors need to determine their risk tolerance, time horizon and goals.
Frequently Asked Questions
  1. What is a basis point (BPS)?

    A basis point is a unit of measure used in finance to describe the percentage change in the value or rate of a financial ...
  2. Absolute P/E Ratio Vs. Relative P/E Ratio

    The difference between absolute P/E and relative P/E is easier when you know why each term is used.
  3. Why Do a Reverse Merger Instead of an IPO?

    Reverse mergers are often the most cost-efficient way for private companies to trade publicly.
  4. How Do Speculators Profit From Options?

    Options are a risky game, but you can learn speculators' tricks to use them to your advantage.
Trading Center