"As a group, we always feel that the money our clients give us is to be invested," says the Alpha Group's Mark Balasa, as he explains why they have the lowest allocation to cash at 1%. "We don't try and time the bond or equity markets with significant increases or decreases to cash." When it comes to stocks--the Alpha Group's largest allocation--Balasa says the group has about 64% in large U.S. stocks, about 16% in small U.S. stocks, and about 20% in international markets. When it comes to economic concerns, Balasa names corporate profits as a primary one. "We think the year over year numbers are going to be challenged, which is going to be interesting to see how the market handles that," he notes.
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To learn how succession planning can help increase your practice value, download LPL's white paper, "Protect & Unlock Your Value through Succession Planning".
The College for Financial Planning is the leading provider of financial education with more than 135,000 graduates and 40+ years of experience educating the nation's...
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Join ThinkAdvisor & Wells Fargo in this webcast to learn a dynamic four criteria approach and how to gain portfolio flexibility.