Sentences with phrase «helps diversify your assets»

The emergency fund helps diversify your assets.

Not exact matches

It also helps diversify the company's assets away from North America.

Are you a do - it - yourself investor, or do you want help drafting an asset - allocation plan and maintaining a diversified portfolio?

«Humana is potentially an attractive asset for Walmart as it would help diversify its revenue stream,» Cantor Fitzgerald health insurance analyst Steven Halper wrote in a recent report, noting that the retailer and insurer already partner on a co-branded Medicare prescription drug plan.

Having a portfolio that is well - diversified containing non-correlated asset classes helps to minimize the principal 2 drawdown during periods of heightened volatility.

MPT is supposed to help decrease return risk by diversifying into many assets.

We see muted returns across asset classes in the coming five years, as structural dynamics such as aging populations help keep us in a low - return world, and we believe investors need to go beyond broad equity and bond exposures to diversify portfolios in today's market environment.

They also hold highly diversified portfolios of mines and other assets, which helps mitigate concentration risk in the event that one of the properties stops producing.

The bottom line: Investors are being offered better returns for taking risk in the low - return landscape, and a portfolio allocation to a broader, diversified mix of assets — including alternatives, global equities and emerging market (EM) assets — can potentially help improve returns, in our view.

Before the end of April, when the market started its gut - wrenching descent, «the combination of return generation and risk diversification was part of a broader virtuous circle for fixed income, which also included significant inflows to the asset class and direct support from central banks,» El - Erian writes at the start of his viewpoint, noting that in addition to delivering solid returns with lower volatility relative to stocks, the inclusion of fixed income in diversified asset allocations also helped to reduce overall portfolio risk.

But while broad exposure to the asset class can help diversify risk, it's also important to remember that EM stocks aren't a homogenous asset class.

Customized loan structures may provide additional flexibility, helping you achieve short and long - term objectives that may include diversifying assets, growing a business or minimizing tax obligations.

A financial advisor can help clients evaluate whether their assets are adequately diversified for maximum return and minimum risk; compare current asset distribution with recommended distributions for age and investment objectives; and analyze retirement, estate and life insurance needs.

The asset allocation models were designed to help investors diversify their portfolios, using risk profiles ranging from very conservative to aggressive.

We went from thinking about just diversifying between stocks and bonds to now diversifying across asset classes, meaning large cap and small cap, value and growth, made the world much more complex, but opportunities for advisors like you, Joe, to help your clients by adding value through superior design, better diversification of portfolios.

Diversifying its assets across multiple asset categories, including dividend - paying stocks, bonds and convertible securities, may help reduce the fund's overall portfolio volatility and improve chances of earning more consistent returns over the long term.

While diversification through an asset allocation strategy is a useful technique that can help to manage overall portfolio risk and volatility, there is no certainty or assurance that a diversified portfolio will enhance overall return or outperform one that is not diversified.

Preferreds have little to no exposure to energy and may help investors diversify their risk away from energy sensitive assets like high yield bonds.

Diversifying your trades over many assets and types of assets helps to lower risks, because some asset prices may go up when others go down.

Annuities bring peace of mind, help people diversify their retirement income, and prevent people from outliving their assets.

We provide: • Retirement Services, such as plan rollover options, ** traditional and Roth IRAs, and small business plans • Financial Management, including financial planning, asset and debt management, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and social security

The bottom line: Investors are being offered better returns for taking risk in the low - return landscape, and a portfolio allocation to a broader, diversified mix of assets — including alternatives, global equities and emerging market (EM) assets — can potentially help improve returns, in our view.

Now I look at my asset allocation and ask myself — which of these stocks will help me better diversify my portfolio?

We see muted returns across asset classes in the coming five years, as structural dynamics such as aging populations help keep us in a low - return world, and we believe investors need to go beyond broad equity and bond exposures to diversify portfolios in today's market environment.

Fidelity Asset Manager funds are diversified single - fund strategies that can help make it easy to maintain a portfolio based on risk tolerance.

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.

If so, contact your financial advisor, who can review your account and help ensure that your assets are well diversified.

Did you know that having more than one kind of asset, such as a tax - deferred retirement account, can help diversify your taxes?

In addition to helping maintain a portfolio that matches your appetite for risk, this strategy can help diversify your portfolio across asset classes and markets as well as support a consistent, disciplined approach to investing.

A diversified portfolio made up of low - cost Vanguard and iShares ETFs would only cost them 0.3 % a year or less, and an asset mix including fixed income, equity, REITs and cash will help reduce volatility and boost returns.

Such funds usually invest in a good mix of global diversified assets, which in turn helps investors manage market risk effectively.

He notes: «While model portfo - lios are important in helping investors diversify within their risk tolerances, there is solid evidence that active asset allocation, as opposed to staying in a static portfolio, tremendously enhances returns during troubled times - which means going defensive in terms of asset allocation.»

Explore HSBC World Selection ® Diversified Funds — a globally diversified investment solution that can help you meet your financial goals with a broad mix of assets in a disciplined, low maintenance investment.

Our team can help you recoup losses from previous market downturns, build a diversified wealth accumulation strategy, as well as help you create a conservative strategy for protecting your current assets.

(ETF Trends: Dec 19, 2013) ETF Trends featured CSM, HYHG and IGHG as alternative strategies investors can focus on in 2014 to help diversify away from traditional assets in a volatile environment.

Diversifying your investments between asset classes and product issuers can help control your risks.

Financial advisors focus on asset class as a way to help investors diversify their portfolio.

But because a variable annuity's investment options are a primary driver of potential growth and future income, understanding the characteristics of different asset classes and assembling a well - diversified portfolio can help strengthen a retirement plan.

Because no single asset class outperforms the others consistently, diversifying broadly among several asset classes can help even out the ups and downs in a retirement savings over time.

Diversifying your portfolio — spending your assets across a variety of investments that may respond differently to market conditions — is one way to help manage inflation risk.

In fact, some estimates say that a diversified mix of assets in a portfolio is responsible for 90 % of its long - term returns.2 Everyone's retirement goals and risk tolerance varies, but diversifying among asset classes can help create customized strategies to achieve individual needs.

Investing in a diversified portfolio of equities and fixed income securities would help to diversify your assets so that all of your wealth isn't tied directly to real estate.

«It's important to do your own homework, but they'll be able to help you better diversify your assets based on the level of risk you're comfortable with and what kind of return you're expecting.»

Closed - end funds from Manulife Structured Products provide access to typically unique asset classes which can help you diversify your investments while offering an attractive current yield.

Incorporating bonds in a bond portfolio helps you to preserve wealth, diversify assets, generate income and manage the risk of fluctuating interest rates.

Real estate and precious metals do help diversify a portfolio and are found in many asset allocation plans.

Though neither diversification nor asset allocation can guarantee a profit or ensure against a potential loss, diversifying your investments over various asset classes can help you try to minimize volatility and maximize potential return.

These ETFs span various asset classes — stocks, bonds and cash — to help diversify your money effectively.

Their comparatively low correlation with other assets also makes them an excellent portfolio diversifier that can help reduce overall portfolio risk and increase returns.

Many investors use them as a long - term asset allocation tool to help create low - cost, diversified portfolios.