There are 3 main steps in building your portfolio:
🎯 Asset Location – the specific types of accounts where you are saving
🎯 Asset Allocation – the specific asset classes (stocks, bonds, real estate, etc…) you are saving in
🎯 Asset Selection – the specific products
Always start with location – then allocation - & then finally selection for your individual plan.
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Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.LPL Tracking #1-05180451