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Welcome to the Blue Rock Blog
Investing
How And Why Risk Tolerance Affects Your Portfolio
Aug 15, 2020
Risk tolerance impacts every aspect of your investment strategy from your portfolio’s asset allocation and asset location, to your investment goals and time horizon. Understanding your risk tolerance will make a positive impact on the structure and maintenance of your portfolio. Ready to see how? Let’s dive in....
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Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
What Is Asset Allocation? (And Why Your Portfolio Needs It)
Jul 14, 2020
We recently wrote about the concept of asset location and how it differs from asset allocation. You may recall that asset location is a tax minimization strategy that places your assets in the most tax-efficient investment accounts. Asset allocation, on the other hand, focuses on optimizing returns while spreading out investment risk, by positioning your portfolio holdings across different sectors....
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401(k) plan
Financial Planning
Investments
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Why Asset Location Matters To Your Portfolio
Jun 14, 2020
In an earlier blog discussing the importance of proactive tax planning, we explained how we integrate tax planning into our clients’ financial plans. Successful tax planning results in more money in your pocket every April, and under normal circumstances, it can significantly reduce your tax burden over your lifetime. In this article, we distinguish between asset location and a more...
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401(k) plan
Financial Planning
Investments
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How To Navigate Asset Management and Financial Planning
May 14, 2020
Do you know the difference between asset management and financial planning? If yes, can you articulate why both are a necessary part of an overall wealth management strategy? Today we’ll arm you with the basics and some analogies that make it easier to remember, to educate others, and be sure that your wealth management plan encompasses both. Using the analogy...
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Financial Planning
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