Sentences with phrase «great asset allocation strategy»

I think it is a great asset allocation strategy.

Not exact matches

A simple withdrawal sequence might involve withdrawing from taxable accounts first and tax advantaged accounts last, but, according to Daniel Hunt, Morgan Stanley Wealth Management Senior Asset Allocation Strategist, even - more complex withdrawal sequencing strategies can have a significantly greater impact on lifetime spending power.

Assuming that you have a financial plan and an asset allocation strategy in place, a stock market downturn is a great time to review your allocation as well as rebalance if needed.

• Asset allocation strategies are also great for diversifying and enhancing portfolio income, which is critical during retirement.