Sentences with phrase «asset allocation issue»

Equitable Capital Management Corp., Location Vice President 1992 — 1993 Assistant Vice President 1991 — 1992 Accountable for advising defined benefit clients on asset allocation issues through a proprietary asset allocation system and orchestrated client investment reviews of a broad range of equity and fixed - income investment disciplines.

Not exact matches

«StashAway solves this issue by letting customers own as little as 0.0001 units of a given ETF, making it possible to always have an optimal asset allocation,» says Ferrario.

Many investors believe that by merely diversifying one's assets to the prescribed allocation model is going to alleviate the need to exercise discretion in choosing individual issues.

In its seventh edition, this state of the market report presents investors» perspectives on key issues important to the impact investing industry, as well as analysis of their investment activity, asset allocations by geography, sector, and investment instrument, impact measurement practice, and performance.

This MoneySense.ca reader wants to make sure his TFSA asset allocation fits his risk tolerance and that he's not running into any tax issues

In addition to helping investors prepare for the escalating costs of health care in retirement, Fidelity offers education on a broad range of retirement savings issues, including: asset allocation in 401 (k) s, 403 (b) s and IRAs, developing a retirement income plan, and how to rollover a 401 (k).

But as even he has discovered, many of these investors may still need some help or guidance in choosing ETFs, settling on an appropriate asset allocation, rebalancing or even with financial issues that go well beyond managing investment portfolios — more holistic challenges like tax - efficient withdrawal strategies, insurance and estate planning, debt management and the like.

Editor's Note: We received many letters regarding our July 2010 issue covering asset allocation at retirement.

In addition, our data shows that the common refrain that active doesn't stand a chance versus passive index funds and ETFs is not true, and the focus on the active - passive debate often obscures the much more important issues of good savings habits, appropriate asset allocation, and taking a long - term view.

As your asset allocation is the # 1 determining factor of your financial success or failure, you can not learn enough about the issue.

And of course if you're in e-series or Canadian - domiciled ETFs then you can just have the same asset allocation across all accounts and sidestep the issue.

Preet Banerjee tackles this very issue of Asset Location (as opposed to Asset Allocation), explaining what investments should go in tax shelters and which should not.

This Issue Brief, using the EBRI IRA Database, specifically examines the trends in account balances, contributions, withdrawals, and asset allocation in IRAs from 2010 - 2014.

Joel Greenblatt is talking about the «asset allocation» set of issues, which present a number of choices that both active and index investors must face.

Finally, there's the issue of asset allocation.

«Individual Retirement Account Balances, Contributions, Withdrawals, and Asset Allocation Longitudinal Results 2010 - 2014: The EBRI IRA Database» [January 17, 2017, EBRI Issue Brief # 429]

The book walks investors through the elements of managing their finances for the long term: how they can determine an appropriate asset allocation for their situation, devise a savings plan, stick to it through automation, track their investments, and deal with the inevitable issue of taxation.

Introduction to investing concepts, including the impact of investing fees on returns and the cost of advice; where returns come from; what indexes are; what mutual funds are; risk and historical returns; taxation issues and TFSAs, RRSPs, and RESPs; the importance of planning and the impact of inflation on long - term plans; the inherent uncertainty in long - term planning and the need to make regular course corrections; and what asset allocation is.

That means that investors are faced not only with the complicated issue of how to allocate assets at one point in time, but also how to change that allocation over time.

Also realize that the policy issues are likely to have as great an impact on future generations as their saving rate and asset allocation.

These are buying in low priced markets and selling in high priced markets (tactical asset allocation), buying growth stocks, buying bargain issues, and buying «special situations».

Mediated complex claims relating to the dissolution of law partnership and issues arising as to the distribution of partnership assets and allocation of fees

At the same time, they must take overall responsibility for how the fund is constructed, looking at the bigger picture and considering issues such as asset allocation.

Professional Experience Fortris Financial (Los Angeles, CA) 2008 — Present Portfolio Manager • Manage a universal life policy portfolio with 200 policies and over $ 800 million in face value, leading a three - person staff in the advisement of resource allocation to assets • Negotiate and effectively communicate loan re-payment and asset liquidation strategies to interested parties, including attorneys, institutional investors, brokers, agents and clients • Design and implement processes to sustain and grow AUM, while mitigating losses through effective crisis management • Document loan payments, policy values, medical records associated with policies under management • Resolve policy issues efficiently through effective communication with involved entities

In a contested divorce at least one issue has not been settled — either getting divorced or the terms of the divorce, such as the division of assets, allocation of debts, alimony, child support, or the custody of children.

This can involve unique strategies to deal with child custody issues such a parental alienation, or financial issues involving businesses and valuations, and determining assets and liabilities that should be included in a marital allocation at divorce.

The number of sessions depends upon the things affecting you, such as the division of assets, debt allocation, support and co-parenting issues, as well as how you prepare for the sessions.

But even couples who want a peaceful divorce often find themselves struggling — not necessarily fighting — about issues surrounding children, allocation of income, and division of assets.

Marital Settlement Agreement — allocation of assets and liabilities and address support, maintenance and child support and tax issue

Plus, trial judges are forced to choose a rather limited range of options, whereas Collaborative Divorce enables spouses to develop creative solutions — including those related to child custody, support, asset allocation, and other important issues that arise in a divorce.