Asset Allocation - Ocala Florida

Asset Allocation 
The first rule of investment management is, "don't put all of your eggs in one basket."  Asset allocation is the process of deciding how to diversify your portfolio amount the various investment categories.  The large categories would include stocks, bonds and cash. To take this a little deeper there are many subcategories to evaluate. Large cap, mid cap, small cap, growth, value, blend, international and emerging market are all subcategories of stocks. Bond subcategories would include short term, intermediate term, long term, investment grade, floating rate, junk, international and emerging markets.  There are other categories and subcategories but I believe you get the picture.

*Diversification and asset allocation do not ensure a profit or protect against a loss. Investing involves risk and you incur a profit or loss regardless of strategy selected. 

Financial advisor Greg Ergle CFP® at Ergle Financial Services offers comprehensive Wealth Management services to both individuals and families. Greg specializes in Retirement Investment Management and Retirement Income Planning. For over 25 years he has been helping individuals and families plan for and navigate their retirement years.

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Raymond James Financial Services, Inc., 
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Raymond James financial advisers may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.