Sentences with phrase «simple as asset allocation»

«There used to be a notion that putting together a plan for a client was as simple as asset allocation; it was a pie chart,» he says.

Not exact matches

Looking at a simple asset allocation, a theoretical allocation to long - dated U.S. bonds (+20 years) fluctuates from as low as 3 % to as high as 25 % based on changes to the risk model, i.e. correlation of different asset classes.

Choosing your best asset allocation is not as simple as it might seem.

In its simplest terms, asset allocation is the practice of dividing resources among different categories such as stocks, bonds, mutual funds, investment partnerships, real estate, cash equivalents and private equity.

Bonds are generally regarded as the safer counterpart to stocks in a simple asset allocation model.

Many people in the investment industry promote asset allocation funds as a simple and profitable way to assemble a diversified portfolio of stocks, bonds and cash equivalents.

As for my investment choices, I chose a simple but diversified asset allocation that is very heavy on equity because there will be more then 20 years before I need to tap into my retirement savings and stocks are the best option for long - term growth.

As for Couch Potato investors, index investing expert Dan Bortolotti's advice is simple: stick to your asset allocation and rebalance every six to 12 months.

My wife has a very similar asset allocation as me and has kept it very simple.

My wife has a very similar asset allocation as me and has kept it fairly simple.

3 - 4 % withdrawal rate is simple, unintimidating, and super useful (as long as people remember caveats about asset allocation).

Choosing an asset allocation can be as simple as using a rule of thumb (and hope it works for you) or it could involve an indepth analysis of your financial goals and risk tolerance (ie risk management).

This can be as simple or as complicated as your situation requires — as a minimum, you will need to determine a target asset allocation and choose a «wishlist» of investment vehicles that you would implement if you weren't currently handcuffed to your actively managed mutual funds.

Plan sponsors who selected off - the - shelf TDFs as their QDIA said these products have a simple design, provide age - based asset allocations at a low cost, and create appropriate retirement outcomes for participants who have little interest in investing and tended not to change their investment selections over time.

Determining your asset allocation can be as simple or complex as you want it.

Asset allocation can be as simple or as complicated as you want.

Beyond simple status reports, other useful reporting includes asset allocation — how much money you've put into stocks, bonds and other types of assets — investment performance over various periods, your year - to - date capital gains and a calendar of upcoming events such as maturing bonds or interest payments.