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Asset Allocation

Asset allocation is simply allocating your assets to a variety of investments to protect against volatility or market downturns. An example would be to allocate money to large cap stocks, small cap stocks, a growth mutual fund, and an international fund.

Different types of investments increase or decrease in price at different times. Some investments are highly volatile (experience large price swings during the year), while others are much less volatile, (experience smaller price swings during the year). Possessing a variety of investments will help to protect you against market downturns and volatile investments, (if you choose to place volatile investments in your portfolio).

A variety of investments will help to balance the value of your portfolio. As some investments occasionally go down or remain constant, others may go up. This up and down act will help to balance the value of your overall portfolio. Understanding market downturns and volatility will enable you to hold your investments long-term.

Contact a LPL Investment Consultant to go over your options for Asset Allocation.

* Asset allocation cannot guarantee a profit or protect against loss.

Financial Advisors of LPL Financial are Registered Representatives with, and Securities, Advisory Services and Insurance Products are offered through LPL Financial and its affiliates, Member FINRA/SIPC. LPL Financial is not a registered broker/dealer. Investments are: Not FDIC insured, may lose value, are not bank guaranteed, and are not obligations of LPL Financial. LPL Branch Office located at 1311 Carolina Ave, Washington, North Carolina 27889. Investment Advisory Services offered through LPL Financial, a SEC Registered Investment Advisor


This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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