• An allocation plan established in 2009 calls for reducing combined domestic and international equities, now accounting for 50 percent of the portfolio, down to 43 percent, she said.

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  • Investors who rushed to sell out of stocks, rather than rebalance to their target, long-term allocation plan, missed out on a chance to recoup a good chunk of their losses.

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  • If we instead merely changed the allocation to plan on always keeping about two years of extra cash (increase the cash allocation from 5% to 14%), the historical odds of exceeding the spending goal drop from 85% to 63%.

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  • Participants in defined benefit plans are generally less concerned about and aware of plan performance and asset allocation.

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  • Form a prudent asset allocation around the plan.

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  • Varma, who plans to start deferring 15% of her pay after the wedding, wants a more conservative allocation in her plan to offset that risk, but is baffled by which of 12 Fidelity funds to choose.

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  • Rebalancing is the process of returning your portfolio to its target asset allocation as outlined in your investment plan.

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  • Essentially, an investor can just put money in an age-based investment option within a 529 college savings plan account and the money manager will automatically change the allocation of stocks and bonds to a mix that is less heavy in stocks and more heavy in bonds and cash as college draws near for the account beneficiary.

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  • Both the pathetic 13% participation rate and alarming 44% company stock asset allocation are facts well-known to the sponsor of the plan which, if it cared about worker preparedness for retirement, the sponsor could have done something to address.

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  • Some financial "planners" will consult with you for an hourly fee to create a financial plan and maybe even get you rolling with a targeted investment-asset allocation (a mix of stocks, bonds, cash and other investments) or a model portfolio.

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  • Professional Investment Management Cost and Availability: If Casey is not proficient in investment management or he does not have the time properly manage his plan investments, he may need to engage the services of a professional investment advisor to make sure his asset allocation model is consistent with his retirement goals and objectives.

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