Sentences with phrase «asset allocation decisions on»

Peter Bernstein, the widely respected financial economist and historian, suggested more than a decade ago that the process of putting asset allocation decisions on autopilot would need to come to an end.

Peter Bernstein, the widely respected financial economist and historian, suggested more than a decade ago that the process of putting asset allocation decisions on autopilot would need to come to an end.

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

However, if you prefer to make the asset allocation decision on your own, one of our signature large - cap strategies can be an important part of your overall asset mix.

Not exact matches

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!

As with all asset allocation decisions, the numbers matter much less than your personal disposition and ability to stick with the one you decide on.

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.

Meanwhile, bond markets are concentrating as key participants, such as asset managers, shrink in number but expand in size.8 As a result, market liquidity may increasingly come to depend on the portfolio allocation decisions of only a few large institutions.

Back then, when I asked this top producer how to become successful, he answered (and I'm paraphrasing here to the best of my memory) that I should not waste any more than 10 to 15 minutes making asset allocation decisions once I closed on a large account.

I remember him being very explicit that the pathway to success was to focus on closing 1M + AUM clients and to not «waste time» on asset allocation decisions, instead taking no more than 10 to 15 minutes to assign this responsibility by making four phone calls to four pre-picked portfolio managers, a small - cap, a mid-cap, a large - cap and an international stock manager, each of whom should receive 25 % of the account's assets.

Even when we are not instructed to make investment decisions on your behalf, we can provide guidance to help you develop an asset allocation strategy and investment guidelines.

More directly, attribution analysis measures the portfolio effects of a given manager's investment decisions, focusing especially on overall investment policy, asset allocation, security selection and activity.

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.

While market timing and stock picking may be exciting, the academic literature has shown that asset allocation decisions have a far greater impact on portfolio performance.

But generally, I'd be inclined to base your timing decisions on asset allocation as opposed to speculation or emotion.

Tom presents Caution: Don't Always Invest Based on Others Predictions posted at StupidCents, saying, «The most important decision when it comes to you investments should be asset allocation, or the allocation of your portfolio to stocks and bonds.»

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 primary emphasis of the second phase of the program is the creation of a multi-source longitudinal database that provides information on participant - level decisions with respect to participation, contributions, and asset allocation.

However, a large part of the book is devoted to asset allocation decisions, which should be based on «the ability, willingness and need to take risk.»

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.

Consider this fund if you are seeking a balanced portfolio of stocks and fixed income securities and the oversight of an industry veteran (Tom Bradley) to make asset allocation and rebalancing decisions on your behalf.

The team provides consulting on portfolio construction and risk management to assist financial advisors with asset allocation, portfolio structure and implementation decisions.

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

But plan sponsors can make a decision based on the manager's level of experience, investment philosophy, and most importantly its asset - allocation strategies.

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.

There is no way I can time the market, but, there are certain numbers you can pay attention to that help you make informed decisions on your asset allocation.

And then once you learn a few terms that will help you decipher all the advice that's readily available on the Internet, you have to make all these seemingly complicated decisions about asset allocation, diversification and risk tolerance — and do it using real money.

Our asset class progression is based on the belief that certain asset allocation decisions clearly have more impact than others on overall portfolio performance.

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.

To further reduce risk, asset allocation investment decisions should be based on valuation.

While the headlines and general buzz might focus on the intraday trading feature of ETFs, decisions related to product use still begin with investment exposure, asset allocation, and portfolio construction.

Of all the decisions you make, your asset allocation could have the biggest impact on the performance and volatility of your investments.

Whether you invest aggressively or choose to keep you money safely on the sidelines, any investment choice you make, whether active or passive, is an implicit asset allocation decision.

That added value is based on a combination of factors, such as tax - efficient decisions and liability - relative asset allocation optimization that a financial advisor may provide.

Asset allocation may have a more significant affect on performance returns than industry weighting, stock selection, market timing or any other portfolio management decision.

Juicy Excerpt # 1: I will take steps in my final paper to test a wide variety of assumptions about asset allocation, valuation - based decision rules, whether the period is 10, 20, 30, or 40 years, lump - sum vs. dollar - cost averaging, and so on, and to show that the results are quite robust to changes in any of these assumptions.

The asset allocation decision in retirement can be critical depending on your withdrawal rate and time horizon.

Portfolio Strategies Bear Market Strategies: Watch the Spending, Hold the Stocks The asset allocation decision in retirement can be critical depending on your withdrawal rate and time horizon.

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.

Juicy Excerpt # 1: I will take steps in my final paper to test a wide variety of assumptions about asset allocation, valuation - based decision rules, whether the period is 10, 20, 30, or 40 years, lump - sum vs. dollar - cost averaging, and so on, and to show that the results are quite robust...

Leave to appeal his decision on the pro-rata allocation of assets among the Nortel estates was denied by the Ontario Court of Appeal in May.

While over half of allocators said the debate around Trump's policy agenda will have little impact on their investment decisions, European allocators feel the increasing pressures of the European regulatory environment, the implications of Brexit and the nationalist movement are impacting asset allocation decisions in 2017.