Sentences with phrase «more appropriate asset allocations»

Answer the questions and it will suggest a more appropriate asset allocation for you.

Not exact matches

Should you choose to retire significantly earlier or later, you may want to consider a fund with an asset allocation more appropriate to your particular situation.

Investors who choose to retire earlier or later than the target date may wish to consider a fund with an asset allocation more appropriate to their time horizon and risk tolerance.

But as even he has discovered, many of these investors may still need some help or guidance in choosing ETFs, settling on an appropriate asset allocation, rebalancing or even with financial issues that go well beyond managing investment portfolios — more holistic challenges like tax - efficient withdrawal strategies, insurance and estate planning, debt management and the like.

Less is more when you buy and hold and hold and hold a portfolio with an asset allocation that is appropriate for your investment risk tolerance.

Our alternative approach to risk profiling and asset allocation can create much greater stability in portfolios relative to the traditional advisory approach which tends to be much more aggressive than what we often find to be appropriate.

In addition, our data shows that the common refrain that active doesn't stand a chance versus passive index funds and ETFs is not true, and the focus on the active - passive debate often obscures the much more important issues of good savings habits, appropriate asset allocation, and taking a long - term view.

And among Fidelity participants who did take an active role in managing their savings, another study showed more than half (53 %) did not have the appropriate asset allocation for their age group.

Our clients are more likely to build long - term financial security, when their substantial ongoing savings are invested according to an asset allocation strategy that is appropriate to their risk tolerance.