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A Golfer's Guide to Asset Allocation

Asset Allocation.  It's a term we hear used a lot, but what does it really mean? In this guide you'll learn:

  • Asset Allocation Basics: What it is, why it matters, and how it's a lot like deciding what clubs go in your golf bag
  • How to Design Your Asset Allocation: Know what you're investing for, how much risk you're comfortable with, and select the right investment mix
  • How to Manage Your Plan: A well designed plan can help give you clarity, like stepping up to the first tee with a custom set of clubs

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Jeff Wolniewicz MBA, RLP®, CFP®, RICP®, AEP®


Joe Chappius CLU®


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