Consider Portfolio Size and Time Horizon for Asset Allocation

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Asset allocation in investing should not be a one-size-fits-all approach. Factors such as the size of your account and how long you need your investments to last play a significant role in determining the appropriate allocation. Rules of thumb are helpful starting points, but they should be adjusted based on individual circumstances and goals. Each piece of your asset allocation serves a specific purpose in your portfolio.

Choosing how to divide your assets among stocks, bonds, and other investment vehicles is a good first step, but asset allocation also impacts your tax rate, portfolio performance, and long-term ease of maintaining it all. In part two, Eric and Jason dig further into their own portfolios from their respective sides of FI and discuss the role of bonds, risk, tools you can use to assess your portfolio and model performance, rebalancing, and an interesting - not often discussed - case for financial advisors.

**Watch Part 1 here: https://youtu.be/OJG8_qct4hc

**Note: This content does not constitute investment advice and is being presented for informational and educational purposes only.