Sentences with phrase «written asset allocation plan»

Suppose a person has a written asset allocation plan that says that they will invest in the following manner:

And, for any investor — not just those with substantial assets — we can provide a written asset allocation plan tailored to help you meet your specific goals.

Not exact matches

Benartzi's research focuses on how retirement plans can increase effectiveness and Markowitz, dubbed, «The Father of Modern Portfolio Theory» has written about the importance of crafting an asset allocation that can help achieve gains while protecting investors from market volatility.

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.

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.

The growing assets in defined contribution plans is a fundamental difference in today's market, says Martin Leibowitz, who has spent a career studying and writing about asset allocation and fixed income strategies.