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Asset Allocation


  • Asset allocation

    Asset allocation is spreading your investment dollars across several asset categories. This investment strategy can help you balance risk and return within your portfolio.

  • Asset protection in estate planning

    Protecting your hard-earned assets from potential creditors, whether those assets are personal or business-related, requires advance planning. You may want to start by filing a Declaration of Homestead and purchasing or increasing umbrella coverage on your homeowners policy to protect your home. To protect your business, consider purchasing or increasing liability coverage and possibly using a corporation, limited partnership, or limited liability company to operate the business. A trust can also be a valuable tool for protecting assets, as long as it's irrevocable.

  • How C Corporations, LLCs, and LLPs* Protect Personal Assets
  • Major asset classes