Dollars and Diagrams

Building Your Portfolio


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.

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College Planning

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Roth IRA


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graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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