Strategic Asset Allocation

Crestone Wealth Management

After what has been a very long run of strong market returns, it is only natural that investors’ attention starts to move toward when that run might end, and as each day passes, we move closer to the end of the cycle. This kind of sentiment understandably makes investors somewhat... Show More

Kej Somaia

The simplicity of set-and-forget investment approaches is that once established, you don’t need to worry about them too much. Set…and…forget. It’s simple and it rhymes! Now, you will need to determine things like rebalancing and reinvestment policies but month-to-month, day-to-day and minute-to-minute, there’s a reasonable chance of achieving your return... Show More