Sentences with phrase «settle on an asset allocation»

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?

That's why his Montreal firm, Tulett, Matthews & Associates, helps clients settle on an asset allocation that suits their goals and risk tolerance, then counsels them to stay the course.

Not exact matches

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.

To build wealth and invest for retirement, you're much better off settling on a mix of stocks, bonds and cash that jibes with your risk tolerance (which you can gauge by completing this risk tolerance - asset allocation questionnaire) and largely sticking with that mix through good markets and bad.

Well, to ensure you don't bail out of stocks and rush to cash or gold or whatever when the market is tanking, you might write down why you've settled on your current asset allocation and promise in writing that you'll hold off at least a week before making any changes to your stocks - bonds mix.

There was a discussion on a previous article where people seemed to settle on a trigger when any asset's value is off from its allocation amount by at least 5 % of the allocation amount.