How Much of Your Investment Portfolio Should Be in Stocks?

This week on the Retirement Quick Tips Podcast, I’m sharing with you several resources that I use with my own clients when marking important decisions and planning for their retirement.

Today’s free resource is my asset allocation cheat sheet.

This is the most popular free tool I’ve offered on the podcast, and for good reason. It’s a one-page guide to selecting the right mix of stocks and bonds based on your age.

I’m a big believer in asset allocation as the foundation of every client’s portfolio. It’s always where I start with clients when determining how we should invest. In it’s most basic form, asset allocation is the mix of stocks and bonds in your portfolio, and age is the most important determinant of what your asset allocation should be.

If you would like to get my age-based asset allocation cheat sheet that helps you determine the right mix of stocks and bonds for your age, go to: www.truenorthra.com/allocation