Sentences with phrase «meaningful portion of their assets»

To be sure, some investors with more than enough money to sustain them will still choose to invest a meaningful portion of their assets in stocks, figuring that any excess return will help them leave more to their heirs.

Not exact matches

For other retirees, where taxable assets are a meaningful portion of their portfolio, working with an adviser to develop a unique goals - based strategy can add significant value.

Although the fund typically invests the majority of its assets in Canadian stocks, the portfolio manager may invest a meaningful portion in U.S. equities in pursuit of opportunities not available in the Canadian market.