Sentences with phrase «create better asset allocation»

If investing is free, would we create better asset allocation models?

Passive and active funds, for instance, are managed by professionals in order to create a good asset allocation, and the funds have relatively low fees.

ETFs and mutual funds, for instance, are managed by professionals in order to create a good asset allocation, and the funds have relatively low fees.

What goes into creating a good asset allocation?

Collaborative law offers the opportunity to bring in other professionals — accountants or child psychologists, for example — to help the parties create the best asset allocation, support agreement, or parenting plan possible.

Not exact matches

Creating a proper asset allocation is the first, best step toward becoming a successful investor.

However, we believe a strategy of creating a well - diversified portfolio with an optimal asset allocation based upon your goals, time horizon and risk tolerance will help ease the anxiety over investing at all times.

Hey guys, I'm thinking about creating an app for this exact problem and wondering if you guys think its a good idea or not... It would be similar to the spreadsheet above where you would add all your accounts, asset classes and desired allocations (only easier because it wouldn't be a spreadsheet).

In the end, most advisers continue to do what's in their clients» best interest; they create a long - term asset allocation, buy low - cost index fund, and then stay the course!

As a result, the best way to prevent loss aversion is creating an asset allocation that meets your long - term goals and sticking to it through unbiased rebalancing.

«Good debt is investment debt that creates value; for example student loans, real estate loans, home mortgages, second mortgage loans, and business loans,» says Eric Gelb, CEO of Gateway Financial Advisors and author of «Getting Started in Asset Allocation,» in a recent article on Bankrate.

The asset allocation calculator is complex and will take an extra hour to create your investment portfolio, but it will match your life better.

The bottom - line is that asset allocation works much better for individual investors than anything else ever created.

Professional Duties & Responsibilities Determined client financial goals and created comprehensive investment portfolios Recommended funds, allocation percentages, and risk management products Performed market and investment research, analysis, and asset allocation studies Authored market and portfolio commentaries and customer correspondence Generated product sales through cold calling, networking, and client presentations Oversaw loan process, determined risks, and recommended course of action Trained and supervised junior associates ensuring effective and efficient operations Experienced in legal compliance, research, and document creation Developed marketing and development plans as well as all collateral materials Resolved customer service inquiries resulting in client satisfaction and repeat business Performed all duties in a positive, courteous, and timely manner

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients