Skip to content
Zoe Financial
  • About Zoe Financial
    • About Us
    • FAQs
    • Join the Zoe Network
  • Financial Planning
    • Retirement
    • Investing
    • Divorce
    • Tax Strategy
    • Managing Debt
    • Home Purchase
    • Asset Management
    • Windfall
    • Estate Planning
    • Family Planning
    • College Planning
    • Stock Options
  • What Is A Financial Advisor
    • Advisor Vetting Process
    • How to Find an Advisor
    • How to Interview an Advisor
    • Financial Advisor Fees
  • Resources
    • The Zoe Blog
    • White Papers
    • Infographics
    • Guides
    • Videos
  • Find An Advisor

Asset Allocation:
What Is It?

Asset allocation is how you allocate your money to different asset classes e.g. stocks, bonds, cash.

The mix you pick has a big impact on both your expected return and the amount of risk you are taking.

Each person has an ideal asset allocation based on their investment strategy, goals, and risk tolerance.

What’s yours? Download to find out.

Computers with financial stats

Download Your Copy:

Decorative image

Recent Blogs

  • 5 Ways To Start The New Year Right

    Jan 4, 2021
  • Navigating End-of-Year Retirement Contributions

    Dec 16, 2020
  • How To: Manage Holiday Spending

    Nov 30, 2020
  • Is Buying a Home Still Worth It?​

    Nov 25, 2020
  • The Priority Game: Pay Student Loans or Save for Retirement?

    The Priority Game: Pay Student Loans or Save for Retirement?

    Nov 18, 2020
  • How To Create A Household Budget That Aligns With Your Values

    Nov 10, 2020
  • Do You Need A Specialized Financial Planner For Your Divorce?

    Nov 3, 2020
  • What is a Wealth Management Advisor?

    Oct 28, 2020
  • Pick Your Protagonist: Finding An Advisor Who Acts In Your Best Interests

    Oct 21, 2020
  • The Value of Starting Early: Hiring a Financial Advisor for Millennials

    Oct 14, 2020
  • Three Simple Steps For Finding Your Financial Planner

    Oct 7, 2020
  • Investment-vs-politics

    US Presidential Elections: Understanding Its Impact on Your Finances

    Oct 5, 2020
Find My Ideal Advisor

Subscribe

Resources

  • For Investors
  • For Advisors
  • Press

Contact Info

  • (646) 680-9244
  • [email protected]
  • zoefin.com
Copyright © 2021 Zoe Financial, Inc. | All rights reserved
  • Privacy Policy
  • Terms of Use
  • ADV Part 2A
  • Zoe CRS
  • Are you an advisor? Join our network
  • Contact Us
  • Careers