Stocks? Bonds? How much and for How long?
In this video, Castlepoint Advisor and Partner Jake Weatherford, CFP®, breaks down the three things you should consider when determining your asset allocation strategy.
The content of this video is developed from sources believed to provide accurate information. The information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. All expressions of opinion are subject to change. This content is distributed for informational purposes only, and is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products or services. Past performance is not a guarantee of future results. Index performance does not reflect the expenses associated with the management of an actual portfolio.