Sentences with phrase «utilize appropriate asset allocations»

Determine the appropriate level of risk for your portfolio and utilize appropriate asset allocations for the highest return given your level of risk

«When employees take advantage of this throughout their career, utilize an appropriate asset allocation, and resist temptation to time the markets by actively buying and selling within their 401k; it can grow to become the single - largest source of retirement income for retirees.»

Not exact matches

I would consider this appropriate for a long - term asset allocation, and — in the interests of full disclosure — that is exactly how I utilize it myself.

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients