Sentences with phrase «young investors need»

Fees and asset allocation are important factors to consider, but young investors need to focus on increasing their rate of savings.

I don't believe that young investors need a financial advisor.

Not exact matches

Financial planners think the need for growth is just as important for retirees as younger investors, with 76 percent of respondents recommending that an allocation of between 51 percent and 75 percent of a retiree's portfolio be in stocks.

In order to access younger companies with the potential for rapid growth, investors will need to embrace alternatives, particularly private strategies that operate in less - efficient markets with more opportunities to generate alpha.

The domain name industry is a young one and needs more community of domain investors.

Retirement is only a few years away, and he can not take on as much risk as the mid-life or young investor, because he needs a steady source of retirement income from his investments.

For example, depending on the time horizon, retirement income needs, and tax bracket, an investment in the fund might not be appropriate for younger investors not currently in retirement, for investors under age 59 1/2 who may hold the fund in an IRA or other tax - advantaged account, or for participants in employer - sponsored plans.

For example, depending on the time horizon, retirement income needs, and tax bracket, an investment in the fund might not be appropriate for younger investors not currently in retirement, for investors under age 59 1/2 who may hold the fund in an IRA other tax - advantaged account, or for participants in employer - sponsored plans.

So, you know, we had Ric Edelman on the podcast and he was saying, «You know, you need to have younger investors that have kids or whatever, you should prepare them to live to 100, 120 years old.»

FS companies need to be cautious in deploying robo - advisor technology, making sure to provide their high - value customers with the service they need; a one - size - fits - all seems certain to alienate even young investors.»

-- For younger investors, the fear of market downturns really needs to be challenged.

Retirement is only a few years away, and he can not take on as much risk as the mid-life or young investor, because he needs a steady source of retirement income from his investments.

Jason Heath, a fee - only financial planner with Objective Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate planning.

The money comes from well funded investors — be they individual high - net worth investors or venture capital funds — who seek early entry into a promising start - up in need of seed capital or a young firm -LSB-...]

Young investors can easily get the impression that they need to shift their retirement strategy every time the market dives or soars.

For example, depending on the time horizon, retirement income needs, and tax bracket, an investment in the Managed Payout Fund might not be appropriate for younger investors not currently in retirement, in IRAs or other tax - advantaged accounts for those investors under 59 1/2, or for participants in employer - sponsored plans.

For example, depending on the time horizon, retirement income needs, and tax bracket, an investment in the fund might not be appropriate for younger investors not currently in retirement, for investors under age 59 1/2 who may hold the fund in an IRA or other tax - advantaged account, or for participants in employer - sponsored plans.

Annuity rates for contract owners who are 40 to 50 years of age require different management than what is needed for younger investors.

In this post from RedFlagDeals, one young investor is shopping around for a discount broker that fits the needs and realities of a student.

Automated portfolio managers have stepped in to fill the need for low cost investment and financial planning advice for newer and younger investors who might not have the wherewithal or desire to invest on the their own, but who don't want to deal with the typically high costs of a traditional investment advisor.

Now that these young investors have portfolios that are perfectly balanced with respect to risk / return, they need diversification.

For example, depending on the time horizon, retirement income needs, and tax bracket, an investment in the fund might not be appropriate for younger investors not currently in retirement, for investors under age 59 1/2 who may hold the fund in an IRA other tax - advantaged account, or for participants in employer - sponsored plans.

Only younger investors who are still a number of years away from retirement or who have more stability than they need to support their lifestyle can afford to rebalance from stability back into stocks after a market correction.

JL: Turning to younger investors, what is the ideal asset allocation for someone with a long - term horizon (greater than a decade) and no need to touch their investments?

Contrast this with a young investor who has many decades to go before needing money for retirement.

I can already hear some younger investors pushing back against this advice: they may argue that because they have many years to recover from a market downturn they don't need to worry about short - term losses.

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It's mainly young startups that are becoming more conservative about their growth needs as venture - capital investors pay close attention to how their money is spent, Roeder said.