Adding Utilities to Your Portfolio

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If you add utilities to your portfolio and replace bonds with it, you are taking on more risk. We've had a few down turns in the last decade, but for the most part, the market has been rising like crazy over the last decade. You know, maybe at the eh in march two thousand nine, maybe that's a good idea. But guesse what? Nobody was interested in taking on a more aggressive acid alocation in march of two thousand nine.

Today we answer your questions about asset allocation. We start off with some basic principles that everyone should understand and then dive into more specific questions. We discuss what glide path allocation is and how your asset allocation needs change as you age. We talk about asset allocation when using a defined benefit plan and also cover some pros and cons of treating your mortgage as a negative bond and how that affects your asset allocation. See our asset allocation rules here https://www.whitecoatinvestor.com/asset-allocation-rules/

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The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!

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