Exact(1)
"I can remember one conversation I had," he said, "where someone said, 'Well, if you want bigger allocations, you need to buy more in the aftermarket.' " But several fund managers suggested the practice was often less overt, with underwriters rarely strong-arming investment firms of any size.
Similar(7)
Review each investment and make sure it matches the allocation you need to meet your goals.
Neglecting to rebalance regularly: After you set up your initial asset allocation, you need to make sure to keep those allocations on target over time because some asset classes will grow faster than others.
Always remember you are being measured against all the other opportunities available to your investor, and if you want their financial support at or beyond your initial allocation, you need to continue to stand out and educate them as to why you continue to belong in the "Accumulate" bucket.
Whether you are holding cash for a few weeks or as part of a broader asset allocation strategy, you need to pay attention to the rate you are earning.
If you need a bond allocation, Vanguard Total Bond Market Index Fund Investor Shares (VBMFX) can be used for liquidity and the remaining stock portion can be invested in Vanguard Total World Stock Index Fund Investor Shares (VTWSX).
planning firm: "You need to build an allocation you can ride with".
If you're going to turn to SPY, AGG and other broad index holdings to build out a portfolio, you need to have an allocation plan.
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Since I tried Ludwig back in 2017, I have been constantly using it in both editing and translation. Ever since, I suggest it to my translators at ProSciEditing.

Justyna Jupowicz-Kozak
CEO of Professional Science Editing for Scientists @ prosciediting.com