Banach Wealth Management Aug. 12, 2009 Letter Draft Guide Chapter 13
Lifetime Wealth Flow Guide Draft
Section VI. Risk Aware Decision Making
Chapter 13 Asset Allocation - Strategic Decisions
Key Points
- Design strategy for your personal needs
- Study matrix of asset attributes
- Keep it simple; strive for market returns
- Implement diversification; consider asset
classes and scenarios - Strategies determine primary cash flows;
(Chapter 14 tactics fine tune to specific needs)