In investing terms, a “glide path ” describes how a mix of investments changes over time. Typically, the mix gets more conservative — with fewer stocks and more bonds, for example — as the investor ...
The allocation process for a target-date fund may be more than shifting from equities to fixed income over time. Instead, to maintain an appropriate balance at different lifecycle stages, there may be ...
Target-date funds are the default of choice for many plan sponsors, says Russell Investments, but they aren't a buy-it-and-forget-it solution for sponsors or providers. Russell Investments published a ...
Zachary Rayfield, head of goals-based investing research in Vanguard's Investment Strategy Group, spoke about the use of glide paths at the Investments & Wealth Institute's Strategy Forum in New York ...
Target date fund risk profiles should align with evolving participant objectives along the retirement savings journey and we believe fixed income plays a critical role in managing risk. In our view, ...
A final example in the decision rules category is the Target Percentage Adjustment method introduced by David Zolt in his 2013 Journal of Financial Planning article, “Achieving a Higher Safe ...
If there's one generally accepted principle in the realm of asset allocation, it's that young people with a long runway to retirement should start out with equity-heavy portfolios and only gradually ...
In investing terms, a “glide path ” describes how a mix of investments changes over time. Typically, the mix gets more conservative — with fewer stocks and more bonds, for example — as the investor ...
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In investing terms, a "glide path " describes how a mix of investments changes over time. Typically, the mix gets more conservative — with fewer stocks and more bonds, for example — as the investor ...