Sentences with phrase «correct asset allocation»

One strategy might be to maintain a diversified portfolio using the principles of correct asset allocation, while at the same time opening another, more speculative account.

Depending on your future needs and wants, you can determine the correct asset allocation and withdrawal rate that will give you the best chance of minimizing longevity risk.

So while on a macro level you may have the correct asset allocation, you could be heavily weighted in a particular stock or category unknown to you.

At Personal Capital, an advisor, using a wide range of criteria, works by phone or online with clients to achieve the correct asset allocation.

With the correct asset allocation, some of your stocks will go up when others are going down.

It can not be mitigated through diversification, only through hedging or by using the correct asset allocation strategy.

Investors should emphasize making the correct asset allocation and diversification decisions, taking into account personal financial and family factors.

Portfolio Strategies How to Achieve the Right Asset Allocation Investors should emphasize making the correct asset allocation and diversification decisions, taking into account personal financial and family factors.

Today, I am going to try to liberate you from this flawed notion by discussing what I believe is the most important part of successful investing: nailing down the correct asset allocation.

Moreover, if you have not yet determined your correct asset allocation, stop everything and do it now.

That's because while stocks run hot and cold, the correct asset allocation keeps you steered in the right direction for the long - term.

Having the right balance — the correct asset allocation — is what keeps you diversified in the market, rather than heavily invested in one thing that could fall down and take your whole portfolio with it.

Rather, you need to identify the correct asset allocation for your current situation, and then continuously re-calibrate it over the years to reflect your changing needs and circumstances.

In order to keep you in the correct asset allocation, Blooom will rebalance your account and make adjustments when necessary.