Sentences with phrase «appropriate asset mix»

Combining your savings at one financial provider is a good opportunity to make sure you have an appropriate asset mix — one that will balance your need for stability with continued account growth that will carry you through retirement.

«But that's only a rough guideline, and assumes continuous savings for 40 years of work and an age - appropriate asset mix.»

A financial adviser can help you rebalance your portfolio to get the appropriate asset mix to help you meet your needs.

As you periodically rebalance your portfolio in the second bucket to maintain an appropriate asset mix, you can also transfer money to the first bucket to replace what you've spent.

«But that's only a rough guideline, and assumes continuous savings for 40 years of work and an age - appropriate asset mix.»

A financial adviser can help you rebalance your portfolio to get the appropriate asset mix to help you meet your needs.

Second, tax efficiency should never be the starting point when putting together a portfolio: it should only be considered after you've settled on an appropriate asset mix for your risk tolerance and investing goals.

Combining your savings at one financial provider is a good opportunity to make sure you have an appropriate asset mix — one that will balance your need for stability with continued account growth that will carry you through retirement.

For most people, your investing approach in retirement should be the same as it was all along — to determine an appropriate asset mix and then stick with it.

If you're in that camp, you may be better off in investments that maintain an appropriate asset mix for you, such as a target - date fund or managed account.

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.

These online services help you choose an appropriate asset mix and then they build and manage an ETF portfolio.

Combining your savings at one financial provider is a good opportunity to make sure you have an appropriate asset mix — which is more important than ever now that you're getting close to retirement.

But I'd hope that after thinking it through, you'd decide not to dollar - cost average and instead focus on finding the appropriate asset mix for you and investing your money accordingly.