Sentences with phrase «income tactical allocation»

Mr. Rosenberg is also the portfolio manager for the fixed income tactical allocation managed model portfolio, an actively managed portfolio of exchange traded funds.

Mr. Rosenberg is also the portfolio manager for the fixed income tactical allocation managed model portfolio, an actively managed portfolio of exchange traded funds.

Not exact matches

Recall that the tactical asset allocation I've recommended for the start of 2012 is a 5/50/45 mix (5 % cash, 50 % fixed income, 45 % equities), and this is what I suggest for the typical income investor.

His responsibilities include working closely with the Global Chief Investment Officer of Fixed Income and the global fixed income portfolio teams to develop BlackRock's strategic and tactical views on sector allocation within fixed income, currencies and commodIncome and the global fixed income portfolio teams to develop BlackRock's strategic and tactical views on sector allocation within fixed income, currencies and commodincome portfolio teams to develop BlackRock's strategic and tactical views on sector allocation within fixed income, currencies and commodincome, currencies and commodities.

The Fidelity Income Allocation Fund is a tactical asset allocaAllocation Fund is a tactical asset allocationallocation fund.

Moderate growth / income investors who have been emulating my tactical asset allocation at Pacific Park Financial, Inc., understand why we will continue to maintain our lower risk profile of 50 % equity (mostly large - cap domestic), 25 % bond (mostly investment grade) and 25 % cash / cash equivalents.

Franklin Templeton Global Allocation Fund seeks total return by investing in a diversified portfolio of equity and fixed income securities supplemented by a tactical investment strategy, which may include cash and financial derivative instruments designed to allow the Fund to adjust its exposure to asset classes, geographic regions, currencies and market sectors.

Michael is available to speak on a wide range of topics pertaining to financial planning, including research on safe withdrawal rates and other retirement strategies, tactical asset allocation and other investment strategies, the use of insurance and annuity products, and income and estate tax planning strategies.