Asset Allocation Let’s meet to create a risk tolerance profile and an investment portfolio that supports your goals. Call me. Share | Related Content Should I Invest in Gold? Learning more about gold and its history may help you decide whether it has a place in your portfolio. The Great Debate Continues: Active vs. Passive In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?” 5 Smart Investing Principles Principles that can help create a portfolio designed to pursue investment goals.