Sentences with phrase «personal time horizon»

We encourage you to build a retirement plan based on your personal time horizon, risk tolerance, retirement goals, and financial situation.

Investors would select the fund that would closely mirror their personal time horizon.

Not exact matches

Where you land depends on a host of factors, from your personal risk tolerance and time horizon to where you (or your financial advisor) believe the economy and markets are headed.

Much depends on your risk tolerance, time horizon, personal financial goals / objectives and another reason to be well diversified.

We build portfolios in the same manner we would manage our personal capital: We seek to maximize after - tax returns over a multi-year time horizon by concentrating our investments in the most undervalued businesses, managed by capable and properly motivated management teams.

Once an investor determines their personal risk tolerance and time horizon, they can find a suitable fund.

Make the most of your savings with a diversified portfolio that accounts for your personal situation, tolerance for risk, and time horizon.

Our system considers your personal risk preferences, time horizon, and goal targets.

Investors should allocate assets based on individual risk tolerance, investment time horizon, and personal financial situation.

Each portfolio is individually crafted to help achieve an optimal blend of investments tailored to your personal goals, time horizon and risk profile.

Regardless of your investment objectives, your portfolio will be constructed to reflect your personal goals, time horizon and risk parameters, as well as other considerations.

Please contact your 401 (k) provider or plan administrator to make sure you are invested in a manner appropriate to your time horizon and personal appetite for risk.

The best robo investor for you will balance risk, return and time horizon to achieve an optimal investment portfolio based on your personal preferences and goals.

Robo - investing algorithms, or rules, that are based on your personal risk tolerance, target returns and investment time horizon.

But the asset allocation you choose must fit with your objectives, personal situation, time horizon as well as your ability and willingness to tolerate the added risk of higher stock exposure.

Other important factors to consider include the fund's objective and strategy, cost, and pre - and post-tax returns over the long term, along with the investor's personal objectives, time horizon, and risk tolerance.

Major changes in your personal life, financial situation and time horizon can all be reasons to reconsider your asset allocation strategy.

This can differ from 60/40 portfolio allocation as long as it matches an investor's risk profile, personal situation and time horizon, according to the blog.

This is a more «soft» dimension than time horizon, because it is, by nature, personal rather than formulaic.

Thus you should monitor your account regularly and base your investment decisions on your time horizon, risk tolerance, and personal financial situation, as well as on the information in the prospectuses for investments you consider.

While it's certainly prudent to be conservative in setting a time horizon for retirement withdrawals, and to take into account an individual's personal and family circumstances (e.g., «good genetics» and longevity in the family), I couldn't help but wonder if this is still too conservative of a projection.