Sentences with phrase «other conservative asset»

So would real estate and a couple other conservative asset classes.

Indexed universal life coverage is gaining in popularity as a safe alternative to CDs, annuities and other conservative assets.

Not exact matches

A New York Times investigation published last year found that the family had documented assets of more than $ 160 million, a conservative figure that did not include bank accounts, real estate, assets held by proxies or other wealth not reflected in publicly available records.

Others may reach their most conservative asset mix 10, 20, or more years after the target date.

Let me now revisit a fifth potential asset, which is also the main reason that small - government conservatives should favor the Common Core or other high - quality «national standards»: This is the best path toward getting Uncle Sam and heavy - handed state governments to back off from micro-managing how schools are run and to return that authority to communities, individual schools, teachers, and parents.

This younger crowd also seems the most pessimistic: only 13 % said they expected stocks to outperform other asset classes in 2013, and 59 % said they were planning to make their investments more conservative this year.

And sadly, that applied to the company that I managed the assets for — they destroyed economic value, and has twice been sold to other managers, none of whom are conservative.

Others may reach their most conservative asset mix 10, 20, or more years after the target date.

For example, an asset allocation barbell may consist of 50 % safe, conservative investments such as Treasury bills and money market instruments on one end, and 50 % high - beta investments — such as emerging market equities, small - and mid-cap stocks, and commodities — on the other end.

Thanks to conservative accounting rules, book value completely ignores intangible assets like brand name, goodwill, patents and other intellectual property created by a company.

Some maintain a steady asset allocation; others gradually become more conservative over time.

Some funds maintain a set asset mix, while others grow more conservative over time.

So the asset classes are mostly things like: Cash, Income, Income & Growth, Aggressive Growth, Growth, Balanced, Conservative, Very Conservative, Miscellaneous, and Other.

Our Dynamic Asset Allocation model maintains a very conservative posture, featuring bonds and other defensive holdings.

Because assets in the account are tax - free, you're better off holding conservative investments in other types of accounts.

For retirees and other conservative investors, having substantial assets set aside in cash and other safer investments makes a lot of sense, and they have to expect to underperform the stock market in good years.

I've included it here, however, because it can give you a good sense of how you might want to divvy up your savings among stocks, bonds, cash and other assets based on the year you expect to retire (or have already retired) and whether you want to take a conservative, moderate or aggressive approach.

So the asset classes are mostly fund objectives like: Cash, Income, Income & Growth, Aggressive Growth, Growth, Balanced, Conservative, Very Conservative, Miscellaneous, and Other.

On the other hand, if you are simply seeking to beat inflation and earn more than a savings account pays, you can adopt a more conservative asset allocation — and be relatively free of worry about huge losses.