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Asset Allocation

November 27, 2018 by Blasdell & Co.

The most important factor in predicting what kinds of returns an investment portfolio is likely to achieve is not the individual securities or funds it contains but rather the kinds of securities it contains. The Asset Classes in a portfolio largely determine its returns. What do we mean by Asset Classes? Well, first there are two major classes of investment assets – Stocks and Bonds. Within each of those, there are a number of other classes and sub-categories. Stock Classes Stocks, Stock … [Read more...]

Filed Under: Financial Planning

Exchange Traded Funds

November 27, 2018 by Blasdell & Co.

I believe Exchange Traded Funds are the most important innovation in the investment world in the past 30 years. Yet many investors, especially those who don’t read financial publications or watch financial news channels regularly, may be unfamiliar with them. So here’s a brief primer on Exchange Traded Funds or ETFs, as they’re commonly called. ETFs can be thought of as the child of a marriage between a mutual fund and a stock. Like a mutual fund, ETFs offer investors a proportionate share in a … [Read more...]

Filed Under: Investing

What Is Diversification?

November 24, 2018 by Blasdell & Co.

You'll hear Investment Advisors (including me) talk a lot about the benefits of Diversification. But what is Diversification? Simply put, it's not putting all your investment eggs in one basket, but spreading them out over a number of different baskets. That concept applies to both asset classes and investments within an asset class. An Asset is anything that produces income or can be purchased and sold, such as stocks, bonds, or certificates of deposit (CDs). Asset classes are groupings … [Read more...]

Filed Under: Financial Planning

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cfp ron blasdell Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Recent Posts

  • Asset Allocation
  • Exchange Traded Funds
  • What Is Diversification?

BLASDELL & CO.

Ron R. Blasdell, CFP®, CLU, ChFC
600 Eagleview Blvd, Suite 300
Exton, PA 19341-1224

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Copyright © 2020 Blasdell & Co. • This website is intended solely for individuals residing in the Commonwealth of Pennsylvania or the State of Delaware.
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