Chart o’ the Day: Advisor Allocations

Advisors seem to be practicing what they preach based on this survey from Financial Planning Magazine and they are not chasing the stock market for their clients just because it feels good or they’re worried about losing assets. At least they claim they’re not…in actual practice, WTF knows?

Anyway, publication began keeping a “Retirement Advisor Confidence Indicator” and they’ve just updated it for December 2013. Below, I’ve selected for “Asset Allocation” and pulled the chart back a year. You’ll see a cresting allocation to bonds but no measurable uptick in equity allocations. Anecdotally speaking, I’m not sure that I fully believe the respondents to the survey.

Advisor confidence was essentially flat in December, as advisors reported greater risk tolerance but stayed the course on allocations.

advisor confidence


Risk Tolerance Jumps, But Advisors Stand Pat (Financial Planning)

What's been said:

Discussions found on the web
  1. commented on Oct 03

    … [Trackback]

    […] There you can find 75263 more Info on that Topic: […]

  2. Facebook Marketing commented on Oct 10

    … [Trackback]

    […] Read More Info here on that Topic: […]

  3. scotiabank online personal commented on Dec 20

    … [Trackback]

    […] Information on that Topic: […]

  4. uhren replica commented on Jan 14

    … [Trackback]

    […] Here you can find 99194 more Information to that Topic: […]

  5. Pioneer Recording Equipment manuals commented on Jan 18

    … [Trackback]

    […] Read More Info here on that Topic: […]

  6. Devops commented on Feb 07

    … [Trackback]

    […] Read More on to that Topic: […]

Read this next.