Sentences with phrase «on the asset allocation»

I appreciate your information on asset allocation.

Although I'm not excited about stocks, I decided to hold my nose and focus on asset allocation since I'm ~ 5 % below my target equities allocation of 25 % of net worth.

reinforces the importance of focusing on asset allocation and diversification, as opposed to parsing information from news to forecast future market activity,» she says.

-LSB-...] Reading: Advice for a Young Robo - Investor on Asset Allocation The Robo - Advisor Challenge Financial Advice For My Fellow -LSB-...]

The recent volatility «reinforces the importance of focusing on asset allocation and diversification, as opposed to parsing information from news to forecast future market activity,» she says.

Feature that I will request from The PC team are: — compare multiple scenarios (more than 2)-- show internal rate of return (this is currently fixed based on the asset allocation you have today.

The Company reviews the investment strategy and provides a recommended list of investment managers for each country plan, with final decisions on asset allocation and investment managers made by the board of trustees for the specific plan.

I've discussed Roger Gibson's thoughts on asset allocation with you before, and I believe his strategy still holds up well today to capture favorable risk - adjusted returns.

I can't advise you on asset allocation, so much depends on your age, expenses, etc, etc. but the ability to live just on income from investments gives you a strong position.

I remember him being very explicit that the pathway to success was to focus on closing 1M + AUM clients and to not «waste time» on asset allocation decisions, instead taking no more than 10 to 15 minutes to assign this responsibility by making four phone calls to four pre-picked portfolio managers, a small - cap, a mid-cap, a large - cap and an international stock manager, each of whom should receive 25 % of the account's assets.

I also discuss my views on asset allocation and security selection in the Core and Explore portfolio.

I encourage clients to work with financial advisors on an asset allocation that can get them through these bumps.

Get advice on asset allocation too!

Most books on asset allocation discuss stocks only.

We also connected the client with independent strategic and tactical investment advice on asset allocation and risk management.

I have talked in the past about the need to focus on asset allocation as one gets older, and how index funds are the low cost way to achieve asset diversification.

Focus on asset allocation, not fund picking.

Of course, rebalancing makes sense only if you have a target allocation to rebalance back to — that is, you've gone to the trouble of deciding on an asset allocation reflects your appetite for risk and takes your investment goals into account.

This post is the second post on asset allocation — feel free to read the introductory post on asset allocation to brush up.

Once you've settled on your asset allocation, you need to consider your so - called asset location: Which investments should you hold in your retirement accounts and which in your taxable account?

Asset allocation Portfolio managers David Wolf and David Tulk share their quarterly views on asset allocation.

The Morningstar ® Diversified Alternatives IndexSM is based on the asset allocation and construction expertise of Morningstar and its subsidiary Ibbotson Associates.

At that time, I was reading a good amount of Jack Bogle's writings on asset allocation.

Jonathan Chevreau looks at two new books by two authors with diametrically opposed views on asset allocation and weighs the pros and cons

A study by Pfau and Kitces in the Journal of Financial Planning gives a counter-intuitive guidance on asset allocation in a retirement portfolio.

That shouldn't necessarily be a concern, Hallett says, if you're getting more from your adviser than just tips on asset allocation or choosing funds.

They are more one - size - fits - all solutions that appeal to investors who want iShares to decide on asset allocation and ETF product selection.

When I get a book on asset allocation, I suc...

«It's really important that you make sure you spend the time on the asset allocation and the investment process,» advises Kirzner.

Investment portfolios are often diversified based on asset allocation: For example, owning stocks and bonds.

The updated edition contains chapters on asset allocation and retirement investing and expounds upon Bogle's simple and effective strategy for long - term investment success: Buy and hold a low - cost fund that tracks the Standard & Poor's 500 index.

Looking for a deeper dive into portfolio strategies, check out our recently updated white paper on Asset Allocation Strategies.

It is based on when a pension can be drawn, our current savings rate, and the projected return on our asset allocation.

One of the key steps to investing is deciding on your asset allocation.

Q: Did they pay this guy, Paul Merriman, for this MarketWatch article on asset allocation?

Generally, I think it's probably better to have a consistent approach to investing where you buy and sell based not on emotions or speculation, but primarily based on asset allocation.

The year before, an American investment analyst and libertarian named Harry Browne co-authored a book called Inflation - Proofing Your Investments, in which he laid out his own passive strategy based purely on asset allocation.

8) Few writers will urge caution on asset allocation because it is a boring topic, and besides articles on bonds don't sell.

«I've done a lot of reading lately on asset allocation and feel that with my more conservative DBPP, I can afford to take on a lot more risk in my TFSA — that, and the fact that I'm young and time is on my side.»

There are many things I like about the Permanent Portfolio, especially that it's a passive strategy based on asset allocation and diversification, rather than forecasting or security selection.

Be careful about comparing investment returns, because you might not be comparing apples to apples depending on your asset allocation, geographical composition, etc..

When I get a book on asset allocation in the mail, I say to myself, «Another book on asset allocation?

It might not feel good when you're only up 2 % on the year, but relative to the TSX (down 11 %), and the S&P 500 (flat), you did pretty well, depending on your asset allocation.

I think it is hard to write good books on asset allocation, technical analysis, or quantitative investing.

But generally, I'd be inclined to base your timing decisions on asset allocation as opposed to speculation or emotion.

I'd recommend reading up on asset allocation to decide what's best for you.

A one - time financial «advice» provided 25 years ago (i.e. «I recommend that you should buy this great fund [on which I get a commission]») is not the same as continuous advice on asset allocation (typical with passive investments) provided over the 25 year period.

Mutual fund rater Morningstar (Nasdaq: MORN) offers a great site to analyze funds and offers details on funds that include details on its asset allocation and mix between stocks, bonds, cash, and any alternative assets that may be held.

He also partners with Vanguard Investment Strategy Group on asset allocation for Vanguard's global multi-asset class products.

If investors were more disciplined and focused on asset allocation I think anyone can get to their financial goal.