Core Satellite Allocation

Core Satellite Allocation

INVESTMENTS Liberty Partners You may find that a particular investment philosophy can work well over time — and yet, during periods of market turmoil, you might be able to take advantage of opportunities by following an approach that complements — but doesn’t replace...
Tactical Asset Allocation

Tactical Asset Allocation

INVESTMENTS Liberty Partners What is asset allocation?   It is well established that more than 90% of portfolio volatility can be attributed to asset allocation, or how an investor chooses to allocate investments among a variety of different asset classes.* For...
Strategic Asset Allocation

Strategic Asset Allocation

INVESTMENTS Liberty Partners A smart investment strategy Asset allocation is an approach in which you invest in different asset categories — mainly cash, fixed income, and equities. By diversifying your money across and within these asset classes, you can help...

Principles Of Successful Investing

INVESTMENTS Liberty Partners Investors today are faced with ever-changing market conditions, an often overwhelming amount of information from the media and an increasing number of investment choices. It’s not surprising that the world of investing can seem complex.  ...