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Diversification v.s. Asset Allocation What’s the difference?

  • Writer: Blue Oak Wealth Management
    Blue Oak Wealth Management
  • Dec 21, 2022
  • 1 min read

You’ve likely heard the phrase: “Don’t Put All Your Eggs in One Basket.” But what does that phrase mean for your finances? When applying this phrase to your finances, the true meaning is the need for diversification. As for asset allocation, you also need to consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.


Blue Oak Wealth Management

7110 N. Fresno St., Suite 200 Fresno, Ca 93720


Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. CA Insurance License #0K16770.


A diversified portfolio does not assure a profit or protect against loss in a declining market.


Asset allocation, which is driven by complex mathematical models, cannot eliminate the risk of fluctuating prices and uncertain returns.


Cetera does not offer direct investments in commodities (such as gold or oil).

 
 
 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Crista Moreno. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. 

 

 

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Aaron J. Garabedian is a registered representative with, and offers securities and advisory services through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

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Blue Oak Wealth Management 

Office: (559) 326-2583

Fax: (559) 326-2584

 

7110 North Fresno Street Suite 200 

Fresno, CA 93720 

 

aaron@blueoakwm.com

 

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CA Insurance License #0K16770

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