Sentences with phrase «appropriate asset allocation mixes»

Our rates are based on age - appropriate asset allocation mixes and assume that withdrawal rates will go up each year to meet the needs of inflation.

Not exact matches

To learn about how to determine what kind of asset mix is appropriate for your risk tolerance, see Achieving Optimal Asset Allocatasset mix is appropriate for your risk tolerance, see Achieving Optimal Asset AllocatAsset Allocation.)

For guidance in arriving at a stocks - bonds mix that's appropriate for your risk tolerance, you can check out Vanguard's risk tolerance - asset allocation questionnaire.

A good starting point for coming up with an appropriate stocks - bonds mix is filling out a risk tolerance - asset allocation questionnaire like the one Vanguard offers online.

You can arrive at such a portfolio by completing an asset allocation - risk tolerance questionnaire that will recommend an appropriate mix of stocks and bonds based on your investment goals and appetite for risk.

It might be relatively easy to see what your allocation is for each account — by looking at your statement or checking your accounts online — but you'll need to get a picture of your total retirement savings in order to know whether you have an appropriate asset mix overall.

A key driver for getting it right is setting an appropriate overall asset allocation that fits your personal circumstances — particularly, in getting the right mix between fixed income and equity, but also in specifying the types of equities and fixed income.

Portfolio rebalancing brings a portfolio's current asset allocation back to the original mix so that investments can be realigned to initial investment goals to maintain an appropriate risk level.

The fund then invests in an appropriate asset allocation and maintains that mix.

If you want a higher stock allocation once you reach retirement, you can invest in a fund with a later target date and an appropriate glide path and asset mix.

Building an appropriate portfolio starts with asset allocation: Choosing the right mix of stocks, bonds, real estate securities, and cash.

«January's stock market volatility may have skewed your allocations, so this would be a good time to rebalance to ensure you have a mix of assets that are appropriate to your risk tolerance and investment strategy,» she said.

But just to be sure, you might want to complete this 11 - question risk tolerance - asset allocation questionnaire, which will suggest an appropriate stocks - bonds mix based on your answers and also show you how that mix as well as others have performed in the past over long stretches and in up and down markets.

You can arrive at a mix that's appropriate for you by completing this risk tolerance - asset allocation questionnaire.

Create a mix of bonds that's appropriate given your risk tolerance and how long you plan to keep that money invested (which you can do with this risk tolerance - asset allocation tool) and largely leave that mix alone except to rebalance.