Sentences with phrase «appropriate asset allocation tend»

Conversely, investors who maintain an age - appropriate asset allocation tend to win over the long - term because poor individual stocks are outweighed by the correct overall mixture.

Not exact matches

Our alternative approach to risk profiling and asset allocation can create much greater stability in portfolios relative to the traditional advisory approach which tends to be much more aggressive than what we often find to be appropriate.

Plan sponsors who selected off - the - shelf TDFs as their QDIA said these products have a simple design, provide age - based asset allocations at a low cost, and create appropriate retirement outcomes for participants who have little interest in investing and tended not to change their investment selections over time.