Sentences with phrase «determine proper asset allocation»

One of the most common ways to quickly determine proper asset allocation is to take your age and subtract it from 100.

The survey that you take when opening an account at a robo - advisor helps it determine the proper asset allocations for your goal.

The number of years until your retirement is an important variable for determining a proper asset allocation.

Not exact matches

«Very few investors understand the impact of having a proper asset allocation mix and how it determines their portfolio's risk and return,» writes De Thomasis.

An investment playbook defines your investing goals and ideology, establishes proper asset allocation, outlines the entry and exit points for buying and selling securities, determines how you'll invest in rising or falling markets, defines your contribution rate and ultimately what your withdrawal strategy will be once the money is required.