One of the most common questions advisors are asked is “How should I be invested?” and unfortunately, there isn’t a simple answer. Determining asset allocation is not a “one-size fits all” process nor should it be based solely on your age or income. While it may be easy to pick a balanced, middle of the road portfolio, does that actually help solve …
What kind of bias do you apply to your finances?
This column was first published in the Knoxville News Sentinel on December 12, 2018 We all fall into traps that have the potential to take us off track of achieving our financial goals. Some of us are more conservative with our money than we can afford, and some of us are more aggressive than we should be. There are four …