Sentences with phrase «upon investment horizon»

Not exact matches

Over the time horizon analyzed, the ending value of a $ 100,000 investment in the S&P 500 after ten years could have been as high as $ 209,470 or as low as $ 87,006, based solely upon which January 1st the individual opted to make the initial investment [1].

Dividing your investments in this flexible array based upon investment advice time horizon means that money you will need soon will be available regardless of whether stocks are in their up or down phase.

Based upon your profile, MarketRiders does what a great investment adviser does, we automatically calculate the right allocations in stocks, bonds, real estate and other asset classes for you based upon your age, time horizon, risk tolerance and investment experience.

Following this due diligence process, our investment professionals make recommendations from among this wide range of approved products based upon the specific investment objectives, risk tolerances, and time horizons of their clients and subject to broker - dealer suitability requirements.

You can choose a policy depending upon the risk profile and how much time you have to attain the financial goal you are planning for — If you have a mammoth capacity for taking investment risks and your financial horizon is over 10 years, you may choose ULIPs with an equity bias.