Should you listen to asset allocation rules?

Asset allocation rules aren’t black and white.

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Douglas Goldstein,

Goldstein on Gelt with Douglas Goldstein
Goldstein on Gelt with Douglas Goldstein
Goldstein on Gelt with Douglas Goldstein

Doug Goldstein, CFP and director of Profile Investment Services Ltd., and Tom Jacobs, money manager with Huckleberry Capital Management, discuss rules of thumb for asset allocation.

Can asset allocation be reduced to a formula, or is it more complicated than that. Tom doesn’t believe the old-fashioned asset allocation rules are the answer for everything. He shares his personal money philosophy and encourages the audience to look at their own financial situation on a case-by-case basis.



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