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The Benefits of Asset Allocation
Oasis Asset Management Asset allocation is one of the best ways to control risk in your portfolio. Asset allocation means not putting all your eggs in one basket. It is very important to diversify among various asset classes. Diversification helps you reach your investment goals by balancing risk and reward. When you diversify your investments across asset classes that perform differently in the same market conditions, you can potentially offest losses in one asset class with gains in another asset class. Asset allocation can potentially smooth out fluctuations of your portfolio and potentially earn consistent returns, but does not assure or guarantee better performance or eliminate risk of investment loss.

No single investment plan fits everyone. A plan using asset allocation should be tailored to your specific goals and risk tolerance. We work with you to:
  1. Identify your investment goals

  2. Develop a specific asset allocation strategy to pursue your goals

  3. Select investments that fit your individual strategy

  4. Monitor your progress through regular portfolio reviews
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5885 Landerbrook Dr. Suite 304 | Mayfield Heights, OH 44124 | (440) 446-1000

Disclaimer: The opinions expressed herein are those of the writer (Forefield Inc.) and may not reflect those of Wunderlich Securities, Inc. or any of its affiliates.  The information herein has been obtained from sources believed to be reliable, but we can not assure its accuracy or completeness.  Neither the information or any opinion expressed constitutes a solicitation for the purchase or sale of any security.  Any reference to past performance is not to be implied or construed as a guarantee of results.

The tax information provided is not intended to be a substitute for specific individualized tax planning advice. We suggest that you consult with a qualified tax advisor.

Securities offered by Wunderlich Securities, Inc. Member FINRA/SIPC

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This communication is strictly intended for individuals residing in the state(s) of AK, AZ, AR, CA, CO, CT, DE, FL, GA, IL, IN, KY, MD, MA, MI, MN, NV, NJ, NM, NY, NC, OH, PA, SC, TN, TX, UT, VA, WA and WV. No offers may be made or accepted from any resident outside the specific states referenced.

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