Sentences with phrase «working on my asset allocation»

Not exact matches

She left the rat race at 29 to live life on her own terms, and help readers achieve financial independence through smart work and asset allocation.

I encourage clients to work with financial advisors on an asset allocation that can get them through these bumps.

«Professional advice has a positive influence on other retirement planning behaviors including: increased usage of tax - advantaged savings vehicles, improved asset allocation, and greater portfolio diversification,» IRI says, noting that 53 % of Boomers working with an advisor report confidence in retirement expectations versus the 21 % of Boomers without an advisor who report the same.

Kahneman won the Nobel Prize for his work on the topic, Montier is an asset allocation strategist with GMO and used to be head of Global Strategy at Société Générale.

By working with a professional, you can set up an asset allocation based on your projected future needs and risk tolerance.

But this takes work for you to determine asset allocation and rebalance on an ongoing basis, thus, the appeal of target date funds.

From that perspective, I again say that if you as an investor can't sleep at night with funds off the beaten path or if you don't want to do the work to monitor funds off the beaten path, then focus your attention on asset - allocation, risk and time horizon, and construct a portfolio of low - cost index funds.

She left the rat race at 29 to live life on her own terms, and help readers achieve financial independence through smart work and asset allocation.

My clients will receive the full details on this as an asset allocation strategy, but my readers have enough from this that if you want to do a little work you can figure this all out yourselves.

Also, I'm intrigued with the work that Michael Kitces and Wade Pfau have done on optimizing withdrawal rates through asset allocation (which argues you're best to reduce equity exposure at retirement, then increase later in life).

Julie serves on the Asset Allocation team and previously worked for 13 years at U.S. Bank as a senior portfolio manager.

Based on this assessment, it will work out a suitable asset allocation for you.

Notably, my minor Hedge & Nat Resources allocations are now eliminated on sales of holdings, while my new US & Undisclosed (a new asset class I'm still working on) allocations reflect undisclosed new holdings.

Faber does a lot of great work on his site and also has a new tactical asset allocation ETF coming out under the ticker GTAA.

Work with you on an ongoing basis to help your asset allocation keep up with changing life events and market trends.

The asset allocation that works best for you at any given point in your life will depend largely on your time horizon and your ability to tolerate risk.

It doesn't always work (read about that on the disadvantages of asset allocation section of this page), but the winning picks beat the duds enough to add plenty of long - term value.

Over the last several years, I have worked as an associate on the NNNNNNN Equity Team and later moved on to a role that provides coverage for ETFs, mostly from a product perspective but also increasingly from an asset allocation standpoint (i.e. portfolio construction, macro commentaries on major and sub-asset classes).

So not only will asset allocation save you time, worry, money, trouble, and work; once you start getting better returns with lower risk for your clients, you'll be on everyone's good side.

And robo advisors, like OpenInvest, work with you to make sure your asset allocation is optimal, based on your risk level and financial goals.