Asset allocation

June 6, 2019

Asset allocation is the process of dividing one’s resources among many different choices. In terms of investments, “assets” refers to investible cash, and “choices” refers to investments that are available to purchase. Asset allocation refers to the percentage of an investment portfolio that is contained in each individual investment.

For example, a portfolio’s asset allocation may be 80% stocks, 15% bonds, and 5% gold. No matter the actual allocation, the primary goal of asset allocation is diversification. Diversification means spreading investment risks over many different asset classes, so that “not all your eggs are in one basket.”

To learn more about asset allocation and the process to choose the asset allocation that best fits the needs of you as an investor, download our free white paper pdf below.

Download Now

Investment products offered by TS Prosperity Group are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value.

How cash management and business services boost your small business

October 23, 2024

If you’re a small business owner, you might think cash management services are only for big companies. The reality? These tools can make a huge impact on businesses of all sizes, helping you save time and streamline your financial operations. Imagine spending less time on tedious administrative tasks and more time focusing on what you do best - running your business. Let us show you how cash management can take the stress out of your day-to-day operations.

Let’s Talk Business - Save Time and Money

September 11, 2024

At First National Bank and Trust Company, we want to be part of your overall business strategy by helping you and your business DO MORE with your money. We’ve helped many busy business owners streamline their operating accounts, payments, employee retirement accounts and more.

Slow and Steady Wins the Race

June 16, 2021

Think back to when you were growing up. There was a fable around the Tortoise and the Hare, in which the Tortoise ended up winning a race between the two. Now take this metaphor and think about the way people go about investing their money. While the Hare can get some nice short-term returns, that person often thinks they can select the “winners” and “losers” when investing and will see a lot of volatility in their portfolio

Cash Back Checking

Cash Management

Asset allocation

Related Articles

Rewards Giveaway

Recent Blogs…

Asset allocation

Related Articles