Welcome to Asset Allocation Advisors

We manage investment portfolios. Our investment objectives for our clients are profits and protection of capital. Portfolios are constructed of no-load and load-waived mutual funds, creating a balanced and diversified blend of stock, bond, and cash investments.

 

Latest Commentary

April 9, 2014 New!

Valuations Matter

Introduction:  When making an investment, its valuation at the time of purchase matters!  This pertains to purchases of all types of investments including real estate, private businesses, bonds and stocks.  The single largest determinant of how much (or little) your future profits will be ... to view the entire article, click here»

Greg Schultz and Bruce Grenke

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Over-Indebtedness?

Worldwide debt has now reached $100 Trillion, exceeding pre-Financial crisis levels in mid-2007 by almost 50%.  (source: Bank for International Settlements)

Hmmm... how can that be?

A massive amount of debt is not a problem when:

   a. Debt consists of what are essentially interest-only loans in an ultra-low interest rate environment, and
   b. The debt can easily be rolled over and extended at similar ultra-low rates.

Does this sound familiar?  Wasn't that the set-up for the U.S. sub-prime mortgage crisis?