Constructing a More Dynamic Stock Portfolio with Economic Sector Allocation

Asset Management
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In this Investment Insight we explore:Why allocating among different sizes and styles of stocks in a portfolio often does not result in the kinds of uncorrelated returns it historically did.How allocating among economic sectors when building a stock portfolio may be more beneficial than traditional methods of allocation.The way in which allocating among economic sectors captures the sensitivity of stocks to the fluid, various, and unpredictable economic forces that drive those stocks.


Invest in your Retirement

William R. Bechstein, CFA, CFP® |
Wealth Planning

Smart planning can help you enjoy your life’s work long after you retire.As your retirement years loom, it’s important to plan so that you’ll have the income you need to sustain your lifestyle.It may also be important to continue growing your assets to create additional security or to leave a legacy.Setting realistic targets for investment returns is critical, since they represent an important offset to anticipated cash flow needs during retirement.