Making sure that clients don’t put all their eggs in one basket sometimes means adding new types of assets to the mix.

Beyond the well-known categories of large-capitalization, small-cap, developed international and fixed income are a variety of other asset classes that may provide diversification for those with a higher risk tolerance, says Claudia Mott, a CFP and the principal of Epona Financial Solutions in Basking Ridge, N.J.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access