Nevertheless, these two investments provide a good example and paradigm of the rule of thumb that should be used in
asset allocation choices between qualified investments.
It's enough to make investors forget the reasons why they hold bonds in their portfolios and reconsider their long - term
asset allocation choices.
Offers increased asset
allocation choices including a REIT (Real Estate Investment Trust) and natural resources ETF (exchange traded fund) as well as a single - stock diversification service so you can have increased portfolio diversification.
And then after you purchase your home, home ownership brings up complication in taxes, budgeting and preparing for unplanned expenses and
savings allocation choices (pay down the mortgage faster?
But my point is simple, given a choice I would prefer an investment option which has high liquidity, easy to understand (do not want to refer to rules book), tax efficient, have more flexibility (
investment allocation choices) etc.,
To provide long term capital appreciation in a risk controlled manner by making clear and active asset
allocation choices between Equities, Bonds and Money Market
The enticing names of most of these deals are: Age - based portfolios, age - based strategy, years to enrollment options, multi-fund portfolios, enrollment - based portfolios, lifestyle portfolios, year - of - enrollment portfolios, individual - fund portfolios, managed allocation option, static portfolios, active portfolios, equity option, balanced option, asset - allocation options, fund - of - funds asset allocation option, years - to - college option,
automatic allocation choice, etc..
Offers increased asset
allocation choices including a REIT (Real Estate Investment Trust) and natural resources ETF (exchange traded fund) as well as a single - stock diversification service so you can have increased portfolio diversification.
Although I see nothing wrong with paying off a mortgage early, one thing to keep in mind is that the decision implies
an allocation choice.