The Rule of Three

Thursday, December 1, 2011


Most people have heard of the asset allocation rule of thumb to put a percentage of your overall portfolio equal to your age into fixed income and the rest in equities. For example, all things being equal, a fifty year old would put 50% of his or her assets into fixed income and 50% into equity oriented investments. A 70 year old would put 70% of their portfolio into fixed income and 30% into equities. You get the idea.

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