Asset Allocation Site Invest-it-Yourself.com to Offer $25 Portfolio Recommendations

Share Article

Asset allocation, more than any other factor, dictates long-term investment performance. Invest-it-Yourself.com, a website that specializes in guiding investors through the asset allocation process, wants to make professional asset allocation advice available to all investors. With that in mind, the site is announcing a special one-day price of $25 on all portfolio recommendations, effective May 5th.

Choosing an asset allocation, or the mix of stocks, bonds and cash in a portfolio, is probably an investor’s most important decision. A study by Ibbotson Associates concluded that asset allocation decisions determine about 100 percent of investment performance for those who follow a low-cost, long-term investing strategy. Similarly, according to a Dalbar and Associates study, many investors underperform the market because they deviate from their asset allocation plan during market downturns. Investors who want to maximize their long-term investment returns must develop a risk-appropriate asset allocation plan that they can stick with in good times and bad.

Online investment advisor Invest-it-Yourself.com specializes in guiding investors through the asset allocation process, from evaluating one’s risk profile to choosing specific investments. For a low flat fee, users take a confidential questionnaire to analyze their risk profile and instantly receive a personalized portfolio recommendation. Each recommendation consists of low-cost index funds and ETFs, a breakdown of the investor’s risk profile, and other helpful tools and tips for staying on track.

Invest-it-Yourself.com typically charges $40-$100 for its portfolio recommendations, depending upon the user’s desire for portfolio complexity, but for one day only, on May 5th, every recommendation on the site will be priced at $25. Invest-it-Yourself.com already offers comprehensive asset allocation plans for a fraction of the cost of a typical investment advisor, but this special offer represents a truly unique opportunity to take advantage of the site’s inexpensive, professional investment advice.

About Invest-it-Yourself.com:
Invest-it-Yourself.com is an SEC-registered investment advisor that provides inexpensive investing tools, asset allocation advice, and personalized portfolio recommendations for do-it-yourself investors. For a low flat fee, users take a confidential survey to assess their risk profile and are instantly given a personalized portfolio recommendation consisting of low-cost index funds and ETFs. To purchase a portfolio recommendation, or to take the Trial Risk Questionnaire and receive a free recommended asset allocation, visit http://www.Invest-it-Yourself.com.

About the site author:
George Watkins is President of West Wind Wealth Management and the creator of Invest-it-Yourself.com. A former nuclear-trained Naval Officer, George has a BS in Economics from Duke University and an MBA from Harvard Business School. To learn more about his background and investing philosophy, visit George’s blog for DIY investors at http://www.invest-it-yourself.com/blog/.

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

George Watkins
Visit website