Sentences with phrase «asset allocation decision for»

This is a critical asset allocation decision for investors.

Age - based automatic investment plans are where someone else is making the investment and asset allocation decisions for you.

Not exact matches

While there is no such thing as «the right amount» when it comes to cash or any other asset class, investors need to consider both their return objectives and risk tolerance when making allocation decisions that are right for them.

The vast majority of 401 (k) participants did not make any asset allocation changes during the market downturn, but for those who did it was a fateful decision that had a lasting impact.

thanks, and yes, a pittance of a pension and regular checkups keep us on budget and head off any problems — best decision i ever made (financial or otherwise) was serving our country doing search - and - rescue, oil and chemical spill remediation, etc. (you can guess the branch of service)-- along the way, frugal living, along with dollar - cost averaging, asset allocation, and diversification allowed us to retire early — Vanguard has been very good over the years, despite the Dot Bomb, 2002, and the recession (where we actually came out better with a modest but bargain retirement home purchase)... it's not easy building additional «legs» on a retirement platform, but now that we're here, cash, real estate, investments and insurance products, along with a small pension all help to avoid any real dependence on social security (we won't even need it at full retirement age)-- however, like nearly everybody, we're headed for Medicare in several years, albeit with a nice supplemental and pharmacy benefits — but our main concern is staying fit, active, and healthy!

Can you make asset allocation decisions on your own and can you stick to an investment plan for the long - term?

Outside the U.S., asset allocation decisions are typically made by an independent board of trustees for the specific plan.

The Company reviews the investment strategy and provides a recommended list of investment managers for each country plan, with final decisions on asset allocation and investment managers made by the board of trustees for the specific plan.

Thus make a plan that keeps your spouse advised of investment decisions — for example, I prepare and review with her a monthly report on changes to investment value (against a melded S&P 500 benchmark), also quarterly net worth statements, and semi-annual asset allocation summaries.

Nannette Hechler - Fayd «herbe, Global Head of Investment Strategy and Research at Credit Suisse, talks to Elliot Smither about the outlook for financial markets in 2018 and identifies some of the long - term investment themes which can be used to help make asset allocation decisions

Whether it's setting up and funding an IRA or just putting extra money aside for a rainy day, whatever the goal, how your money is invested, its asset allocation, and consistent rebalancing will be some of the most important decisions you'll make as an investor.

While there is no such thing as «the right amount» when it comes to cash or any other asset class, investors need to consider both their return objectives and risk tolerance when making allocation decisions that are right for them.

Fund managers are responsible for top - down asset allocation decisions, while relying on experienced Eaton Vance investment teams for security selection and sub-sector allocation.

The following value strategies will provide a framework for making your asset allocation investment decisions and avoiding many of the mistakes that create the behavior gap.

True risk is not reaching your financial goals in your given investment horizon (much too subjective for generalized mathematical models)- this is the basis for my asset allocation decisions.

As it provides only a rough assessment of a hypothetical asset allocation, it should not be relied upon, nor form the primary basis for your investment, financial, tax - planning or retirement decisions.

Illiquidity should be taken on with caution, and with more than enough compensation for the loss of flexibility in future asset allocation decisions and cash flow needs.

These 5 value strategies provide a foundation for making sound asset allocation decisions.

For those interested in the prospects for equities — asset allocation, the most important decision and most common mistake — the support of stock buybacks is cruciFor those interested in the prospects for equities — asset allocation, the most important decision and most common mistake — the support of stock buybacks is crucifor equities — asset allocation, the most important decision and most common mistake — the support of stock buybacks is crucial.

Kudos to all for referencing the importance of making an asset allocation decision, and as Ethan put it, «then move on».

That said, lower projected returns from bonds and their diminished ability to generate high offsetting returns have important implications for downside risk and the asset allocation decision.

The fund will make asset allocation decisions based on two driving factors: the 200 day moving average for the S&P 500 index as well as the bond yield curve.

Asset allocation managers often use a so - called «black box,» a computer program that makes trading decisions based on a pre-selected set of rules for interpreting financial statistics.

Appropriately setting your personal asset allocation in line with your personal risk tolerance is a critical decision for every investor.

Which is why the notion of increasing your odds for success by increasing the number of decisions you and / or your managers are making by adopting a tactical asset allocation approach is, in the end, counterintuitive.

Life cycle mutual funds are designed to make the asset allocation decision easy - one fund for one individual based on their stage in life.

Mutual Funds Tailoring Your Allocation to the Stage You're In With Life Cycle Funds Life cycle mutual funds are designed to make the asset allocation decision easy - one fund for one individual based on their stagAllocation to the Stage You're In With Life Cycle Funds Life cycle mutual funds are designed to make the asset allocation decision easy - one fund for one individual based on their stagallocation decision easy - one fund for one individual based on their stage in life.

Fund managers are responsible for top - down asset allocation decisions, utilizing other Eaton Vance - sponsored portfolios and mutual funds for security selection and subsector allocation.

Is there ever a place for active management in bonds, in alternative investments or maybe just in asset allocation decisions?

Perform responsibilities of generating information and analysis for the purpose of developing and supporting asset allocation decisions