Think Smart with TMFG

Examining 50 Years of Asset Allocation Strategies


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Senior Financial Advisors Rob McClelland and Mike Connon discuss an article written by Dr. Craig Israelsen entitled "50 Years of Asset Allocations". The article traces asset allocation behaviour from 1972 and 2021. Rob and Mike examine these using 7 different strategies; cash, bonds, balanced portfolios, and diversified strategies beginning with the same base investment amount and see how it fares over 50 years. Join us to hear how it all turns out.
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Think Smart with TMFGBy The McClelland Financial Group of CI Assante Wealth Management Ltd.

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