Sentences with phrase «make active asset allocations»

The Adviser may also make active asset allocations within other asset classes (including Commodities, High Yield Debt, Floating Rate Debt, Real Estate Debt, Inflation - Protected Debt, and Emerging Markets Debt) from 0 % to 10 % individually but no more than 25 % in aggregate within those other asset classes.

Fidelity may use its proprietary asset allocation research to make active asset allocation decisions in the Age - Based portfolios that invest in Fidelity Funds and Multi-Firm Funds.

Not exact matches

thanks, and yes, a pittance of a pension and regular checkups keep us on budget and head off any problems — best decision i ever made (financial or otherwise) was serving our country doing search - and - rescue, oil and chemical spill remediation, etc. (you can guess the branch of service)-- along the way, frugal living, along with dollar - cost averaging, asset allocation, and diversification allowed us to retire early — Vanguard has been very good over the years, despite the Dot Bomb, 2002, and the recession (where we actually came out better with a modest but bargain retirement home purchase)... it's not easy building additional «legs» on a retirement platform, but now that we're here, cash, real estate, investments and insurance products, along with a small pension all help to avoid any real dependence on social security (we won't even need it at full retirement age)-- however, like nearly everybody, we're headed for Medicare in several years, albeit with a nice supplemental and pharmacy benefits — but our main concern is staying fit, active, and healthy!

Bradley believes that active managers can add value by making tactical shifts in asset allocation — though not too often, and always within a fairly narrow range.

Whether you invest aggressively or choose to keep you money safely on the sidelines, any investment choice you make, whether active or passive, is an implicit asset allocation decision.

To provide long term capital appreciation in a risk controlled manner by making clear and active asset allocation choices between Equities, Bonds and Money Market