Sentences with phrase «advisors on an asset allocation»

I encourage clients to work with financial advisors on an asset allocation that can get them through these bumps.

Not exact matches

«The vast majority of advisors will be focused on risk tolerance and asset allocation ranges; investing and rebalancing will be automated,» Beardsley added.

blooom is a Registered Investment Adviser with the SEC, and aims to scale fiduciary best practices on low fees, and appropriate asset allocation and diversification, to millions of Americans who have no access to a financial advisor.

For example, robo - advisor WiseBanyan, which has $ 35 million in assets under management, offers basic portfolio allocation advice for free based on to a brief survey of risk tolerance, but charges for customized advice.

«Professional advice has a positive influence on other retirement planning behaviors including: increased usage of tax - advantaged savings vehicles, improved asset allocation, and greater portfolio diversification,» IRI says, noting that 53 % of Boomers working with an advisor report confidence in retirement expectations versus the 21 % of Boomers without an advisor who report the same.

Not an investment or robo - advisor, FeeX suggests only similar funds based on their category and asset allocation mix.

Being old fashioned, I gravitate to basics such as: — pay down all debt as quickly as is reasonably possible — broadly diversify across at least 5 asset classes — keep expenses low — its OK to have an advisor for their expertise in security selection but never give an advisor control over how your money is invested i.e. style, strategy, asset allocation — if you want to take a flyer on a hunch (and we all do at some point) take the funds out of your core investment account and create a «satelite» account

The team provides consulting on portfolio construction and risk management to assist financial advisors with asset allocation, portfolio structure and implementation decisions.

Most Advisors still advocate for an archaic long - term investment approach called «Strategic Asset Allocation», which suggests that an investor should decide on a basic allocation to stocks, bonds, and cash, and then stick with this allocation over the long - term, no maAllocation», which suggests that an investor should decide on a basic allocation to stocks, bonds, and cash, and then stick with this allocation over the long - term, no maallocation to stocks, bonds, and cash, and then stick with this allocation over the long - term, no maallocation over the long - term, no matter what.

On 3/9/09, at the bottom of the bear market and just before the raging bull started, advisors nearly doubled their allocation to conservative assets at 51 percent.

«Good debt is investment debt that creates value; for example student loans, real estate loans, home mortgages, second mortgage loans, and business loans,» says Eric Gelb, CEO of Gateway Financial Advisors and author of «Getting Started in Asset Allocation,» in a recent article on Bankrate.

That added value is based on a combination of factors, such as tax - efficient decisions and liability - relative asset allocation optimization that a financial advisor may provide.

And, as your personal circumstances change, an advisor adjusts your asset allocation and helps you focus on new priorities.

Not only could you replicate the advisor portfolio with low - cost index funds in terms of asset allocation and diversification, but you could also own many of those same advisor funds on a no - load basis if you really thought they were superior.

And robo advisors, like OpenInvest, work with you to make sure your asset allocation is optimal, based on your risk level and financial goals.