Money Matters: Asset Allocation

William Wu discusses the characteristics of each asset class and how to use each of them in an investment portfolio.  Learn the concept of correlation and its impact on overall portfolio risk.  Gain a better understanding of how to design and construct your portfolio. 

William Wu is a CERTIFIED FINANCIAL PLANNER™ professional at Kramer Financial Group.  William is passionate about financial literacy and the benefits that proper financial education can bring.  

Presented by the Financial Planning Association of New York. 

                                                   Part of Financial  Planning Day @ SIBL!

Seating is on a first come, first seated basis.