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Why is it important?
Asset classes come in and out of favor. Follow Small Growth Stocks as an example.
Data provided by Zephyr Associates. Large Growth is represented by the Russell 1000 Growth Index; Large Value by the Russell 1000 Value Index; Small Growth by the Russell 2000 Growth; Small Value by the Russell 2000 Value; International by the MSCI EAFE; and Bonds by the Lehman Brothers Aggregate Bond Index.
This is why it is important to have a well balanced fund line up within your plan.
Real client example – before working with Iron Capital Advisors
Real client example – after working with Iron Capital Advisors
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