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Asset Allocation

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  1. Bank's Financial Advisor ?

    Commentary

    Wed, 27 May 2015

    from my bank and asked me meet their financial advisor. I went for the meeting shared my retirement portfolio's asset allocation /balance etc, but I did not share my account statements. He claimed that he was salaried employee of the bank

  2. Is the U.S. Stock Market Overvalued?

    Headlines

    Wed, 27 May 2015

    are overpriced or underpriced.... Instead, I try to focus people on having the correct amount of savings and asset allocation consistent with their goals.” Some analysts say the lofty stock valuations have been supported by an unusually

  3. 7 Habits of Successful Investors

    Video Reports

    Mon, 25 May 2015

    terms of compounding over time. Asset allocation is another important lever to ..... more volatility. So, pick an asset allocation that is appropriate for your ..... enough, starting early, and asset allocation . To give you an example of

    Asset Allocation found at 13:41, 14:44

    you are getting that huge advantage in terms of compounding over time. Asset allocation is another important lever to use. Stocks, of course, tend to outperform bonds over the long run, albeit with more volatility. So, pick an asset allocation that is appropriate for your time horizon and risk tolerance and capacity. Sometimes people use those terms interchangeably; but when we talk
    as these other factors, such as the saving enough, starting early, and asset allocation . To give you an example of the role that asset allocation plays, we have some sample portfolios. These are sample retirement portfolios that Morningstar puts together for investors of different ages. And you'll
  4. I'm approaching the golden years in 6 years need help

    Commentary

    Sun, 24 May 2015

    Every time I visit with a financial planner they want to take over my portfolio. I have set up my asset allocation mix through the help of people like Taylor and Mel from the Vanguard forum. Their advice has been great and finally I'm roughly

  5. Need help with financial planning

    Commentary

    Sun, 24 May 2015

    Every time I visit with a financial planner they want to take over my portfolio. I set up my asset allocation mix 20 years ago with help from people from Morningstar forums. Their advice has been great and finally I'm roughly 6 years

  6. financial planners question

    Commentary

    Sun, 24 May 2015

    Every time I visit with a financial planner they want to take over my portfolio. I have set up my asset allocation mix through the help of people like Taylor and Mel with this forum. Their advice has been great and finally I'm roughly 6 years

  7. Questions About Bucket Retirement Portfolio Logistics? We Have Answers

    Headlines

    Sun, 24 May 2015

    portfolio into a more aggressive asset allocation . I find this to be a more helpful ..... Social Security and pensions into asset allocation than treating Social Security ..... control over the portfolio's asset allocation and can't be strategic about

  8. Slow Growth: A Tale of Two Theories

    Headlines

    Fri, 22 May 2015

    investment policy decisions. Research Affiliates’ 10-year capital market return expectations are published on our Asset Allocation site and incorporate the influence of secular stagnation. The expected returns of both mainstream equities and

  9. Fitch Affirms Two Yapi Kredi Equity Funds' 'Strong' Fund Quality Rating

    Headlines

    Fri, 22 May 2015

    the equity funds reflect Yapi Kredi Portfoy's disciplined research-driven stock selection process and tactical asset allocation . The ratings are also supported by the depth of Yapi Kredi Portfo

  10. Hasenstab: Flexibility Key in Global Bonds

    Video Reports

    Fri, 22 May 2015

    current environment, what do you see as the real benefit of holding international bonds right now as part of a broader asset allocation ? Hasenstab: It really depends what kinds of international bonds you hold. If they are bonds with long duration

    Asset Allocation found at 6:22

    benefit of holding international bonds right now as part of a broader asset allocation ? Hasenstab: It really depends what kinds of international bonds you hold. If they are bonds with long duration, if they are bonds
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