SCFT - Asset allocation

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The Stan Clark Financial Team’s Perspectives on

Asset Allocation

Key Readings

Asset Allocation: Your most important investment decision

Your first – and probably your most important – investment decision is how to divide your money into different types of assets. This is called asset allocation. In this white paper, we will discuss: What asset allocation means; the types of assets; and how they differ. Finally, we’ll look at how to decide the best asset allocation for you. Learn more

What's your best mix

Some people invest aggressively in the stock market hoping for fast gains. Others play it safe, sticking to bonds. Too often, both types of people lose. The first type loses money by over-estimating their ability to withstand volatility. The second type loses by failing to keep up with inflation or their future financial needs. Learn more

151 year returns

Compares the historical stock and bond returns for 151 years. Also shows how the returns, risks and consistency changes depending on the time horizon. Learn more

Financial fundamentals

Three of the most important financial fundamentals – life expectancy, inflation and compound interest. Learn more

Perspectives articles by topic
Written by the Stan Clark Financial Team

Articles about your asset allocation

Asset allocation: Your most important investment decision Read / Watch / Transcript

Asset allocation: Risks and returns of equities vs. fixed income Read / Watch / Transcript

Asset allocation: Stocks vs. bonds over the past 151 years Read

Asset allocation: The best asset mix for your needs Read / Watch / Transcript

Asset Allocation: Finding your comfort level when stocks fluctuate Read / Watch / Transcript

Asset Allocation: Your best mix – putting it all together Read

Combined series

Stocks for the long run

Five reasons stocks help preserve and grow wealth Read / Watch / Transcript

Compound interest – the eighth wonder of the world Read / Watch / Transcript

With the stock market, the trend is your friend Read

Records are meant to be broken Read

Time in the market vs. timing the market Read

Volatility is not the same as risk Read / Watch / Transcript

How earnings yield helps forecast stock market return Read

Think – and act – for the long term Read

Shiller vs. Siegel: Is the stock market overvalued? Read

Why we need bonds

Why bother with bonds? Here are important reasons Read

High-yield bonds and preferred shares – it's not a free lunch Read / Watch / Transcript

Bond ladders Read / Watch / Transcript

Don't ignore inflation

What is inflation/deflation – and how does it affect you? (Part 1) Read / Watch / Transcript

How inflation/deflation affects you (Part 2) Read / Watch / Transcript

Inflation vs. deflation: Which is more likely? Read / Watch / Transcript

Inflation vs. deflation: Which is more likely? Part 2 Read / Watch / Transcript

Thinking for the long term: life expectancy and inflation Read

Expecting more from life expectancy tables Read

Inflation and stock market returns Read

The CPI: How - and how well - it works as a measure of inflation Read

Asset allocation