Welcome to Block & Kroll Financial

CONNECT

Address:

210 7th ST. S., Suite 2
La Crosse, WI 54601

Phone:

608-785-2200

Fax/Other:

608-785-2203

Asset Allocation

What Is Asset Allocation?

Lewis Carroll, the author of Alice’s Adventures in Wonderland, once said, “If you don’t know where you’re going, any road will get you there.” This is certainly true when it comes to investing: If you don’t know where you’re headed financially, then it is not as vital which investments make up your portfolio. If you do have a monetary destination in mind, then asset allocation becomes very important.

The term “asset allocation” is often tossed around in discussions of investing. But what exactly is it? Simply put, asset allocation is about not putting all your eggs in one basket. More formally, it is a systematic approach to diversification that m