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Asset Allocation

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  1. Vanguard’s Economic and Investment Outlook

    Headlines

    Wed, 4 Mar 2015

    guarantee that any particular asset allocation or mix of funds will meet your investment ..... that contribute to strategic asset allocation decisions and to present the rationale for the ranges and ..... inflation and interest rates. Asset allocation strategies. Going forward, crosscurrents

  2. Which Investments Could Benefit From Rising Interest Rates?

    Headlines

    Wed, 4 Mar 2015

    reasonably well--or even benefit--in a rising-interest-rate environment, even as they maintain their asset - allocation targets. Of course, the possibility of rising rates has been around for a while, so some of the likely benefits

  3. Portfolio Allocation Question. Positioning for Retirement

    Commentary

    Mon, 2 Mar 2015

    Where I'm struggling is with asset allocation . Up to now it's been mainly ..... stayed invested all along so asset allocation was not that much of an issue ..... approach (50-50 or 40-60) for asset allocation then I feel like I'm under

  4. Tax Moves That Could Save You a Bundle

    Headlines

    Sun, 1 Mar 2015

    offsetting the gains from some very long-term holdings with losses in other holdings. I did not change the overall asset allocation but was able to finally get all the least tax-friendly holdings into my IRA and the most-friendly into taxable

  5. Convertibles and preferred stocks

    Commentary

    Fri, 27 Feb 2015

    preferred stocks, which is a pretty sizable amount for asset allocation purposes. If I count them as bonds, my portfolio ..... is 70/30. How should I treat these holdings for asset allocation purposes? I would like my overall stock/bond ratio

  6. 3 Tax-Efficient 'Bucket' Portfolios for Retirees

    Headlines

    Thu, 26 Feb 2015

    portfolios. Higher Equity Positions For these three tax-efficient bucket portfolios, I employed the same general asset - allocation parameters that I used with the other bucket portfolios. Specifically, I carved out a cash component to cover

  7. 3 Tax-Efficient Retirement Saver Portfolios

    Headlines

    Thu, 26 Feb 2015

    portfolios. A Tax-Efficient Makeover For these three tax-efficient portfolios, I employed the same general asset - allocation parameters that I used with the other bucket portfolios. Specifically, I relied on Morningstar's Lifetime Allocation

  8. Bull’s Buck Is Not a Bust

    Headlines

    Wed, 25 Feb 2015

    Harnessing the Stock Market’s Natural Rotation: An Asset Allocation Strategy,” at invesco.com/us .) I believe some of the recent setbacks in ..... investing involves risk, including the risk of loss. Asset allocation /diversification does not eliminate this risk

  9. Municipal Bonds in 2015: Time to Get Back to Basics

    Headlines

    Tue, 24 Feb 2015

    bond markets expected to increase in 2015, we think investors should consider muni bonds as part of their overall asset allocation . However, credit research remains very important. With more than 60,000 issuers, over one million CUSIPs and

  10. 401(k) Investors: Avoid These 20 Mistakes

    Headlines

    Tue, 24 Feb 2015

    not paying enough attention to asset allocation when making their investment ..... well.) 1) Not Considering Asset Allocation Before Making Investment Choices ..... behaves. Setting an appropriate asset - allocation mix is more art than science

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