Sentences with phrase «understanding of asset allocation»

It's a little on the dry side but is still a very good book and will definitely give you a better understanding of asset allocation.

Can you direct me to sources that will provide me with a proper understanding of asset allocation, stocks - vs.

Not exact matches

Ivory Johnson of Delancey Wealth Management explains the little - understood terms «asset allocation» and «portfolio diversification.»

Garnering less enthusiasm were considerations such as asset allocation strategy (balancing an investment portfolio to take into account goals, risk tolerance and length of time), with a mean of 4.7, and understanding price - earning ratios for traded stock, which saw a mean of 4.3.

You need an asset allocation strategy, but first you need to understand what kind of investor you are.

First of all, I believe most retail investors do understand and accept the concept of asset allocation, even if they don't actually practice it.

What we were really providing investors was a level of discipline that few individual investors can muster over time — by adopting a long term asset allocation strategy and using low cost investment vehicles, our long term performance was always going to be better than the average individual investor who tends to time markets and chase performance, with little understanding of the costs they are incurring.

So, not only do more women need to get engaged in their retirement planning, the industry of financial advice needs to devote the resources needed not just to manage women's investments, but also to help them understand the basics of portfolio construction and the importance of asset allocation.

If you want to understand the technical details of creating a proper asset allocation, I recommend that you pick up this book.

Understanding the PE Ratio Most investors are best suited to invest in a diversified portfolio of index funds in an asset allocation in line with their risk tolerance.

My knowledge basically stops at efficient asset allocation and low expense ratios... I was just trying to formulate what I understood the cost / benefits of TLH to be at Betterment.

I understand the importance of asset allocation.

At a minimum you have to understand the basics of setting an appropriate asset allocation and rebalancing regularly, and you need to be able to commit the time to manage your own money properly.

«Very few investors understand the impact of having a proper asset allocation mix and how it determines their portfolio's risk and return,» writes De Thomasis.

Need help understanding risk types, the importance of asset allocation / diversification and your investment options?

Through our new Asset Allocation Interactive website, the user can evaluate risk through multiple lenses for a richer understanding of a portfolio's potential journey.

I didn't educate myself about investing basics like knowing and understanding the importance of my risk profile, asset allocation, diversification nor did I even consider my investment time horizon.

It is critical to understand that «return risk» written about in the Vanguard paper is not the only objective in an asset allocation process since other forms of risk must be managed as part of any investment plan.

Understanding asset allocation is a key piece of financial literacy.

The point of asset allocation is to understand how «exposed» you are to a particular asset type's fluctuations.

Moderate growth / income investors who have been emulating my tactical asset allocation at Pacific Park Financial, Inc., understand why we will continue to maintain our lower risk profile of 50 % equity (mostly large - cap domestic), 25 % bond (mostly investment grade) and 25 % cash / cash equivalents.

If the advice you receive allows the robo - adviser to automatically adjust the asset allocation of your portfolio, you should understand when and why the rebalancing will occur.

She teaches you how to understand your own investment goals, the kind of asset allocation you'll need to get there, and how you can go about building your portfolio around that information without paying a broker to do it for you.

It also provides a further understanding of the importance asset allocation plays in managing a portfolio's anticpated risk and return profile according to investor goals and preferences.

While both types of funds seek to deliver potential returns, understanding the difference between them will help an investor decide on his / her asset allocation.

Though geared mainly toward financial planning professionals, this is a very well written book for those desiring a deeper understanding of the mathematics of asset allocation.

From stocks to bonds to asset allocation strategies, everything you read about is explained from the perspective of a new investor so you don't get bogged down with concepts and jargon you don't understand.

Based on this understanding, we assess the good, bad, and ugly of your current assets and allocations and identify areas where improvements can be made.

The idea behind asset allocation is to spread out your risks and understand how much of an impact any one of them could have on your portfolio.

Sample asset allocations can help you understand how a portfolio is constructed based on the criteria of risk management, investment goals, asset diversification.

(If any of them are reading this though, I'd love to understand more about their portfolio construction and asset allocation strategies!)

If you think this is you, then please take extra time to better understand the ins and outs of investing and asset allocation so that you prevent yourself from making a big mistake like I did!

The reason Investment Dollar Cost Averaging is so popular, is because it's a proven sales technique, most investors don't understand asset allocation, and so when they think of «the market,» they're only thinking about the U.S. stock market (S&P 500 type stocks).

By considering and understanding long - term data, investors can use long - term risk and return data for various indexes to construct an asset allocation based on history and the science of investing, not on speculation.

The Joseph Law Firm is dedicated to ensuring the courts understand all of the unique factors in our clients» particular circumstances, and that our clients receive the judgment and allocation of assets that they deserve.

Investment Management: AAFMAA Wealth Management & Trust offers an ongoing process of understanding client financial goals, determining the optimal asset allocation, monitoring client investments, and repositioning portfolios as needed.

* Utilize a consultative selling methodology combined with deep understanding of all financial assets and allocation modeling.