Specializing in retirement planning and personalized investment management.

Model Allocations for: Simpson Manufacturing

We have built four asset allocations with the investment options available in your plan*. Feel free to use the allocations as given, or modify them to your preference.  For instance, in order to do a 60% stock allocation, you would split the difference between the 70 and 50 allocations.

 
  Investment  Asset Class 90% Stocks 70% Stocks 50% Stocks 30% Stocks
Stocks  Schwab S&P 500 US Large Blend 20% 16% 12% 8%
  DFA US Large Cap Value US Large Value 18% 14% 10% 6%
  Vanguard Small Cap Index US Small Blend 9% 7% 5% 3%
  DFA US Targeted Value US Small Value 9% 7% 5% 3%
  Vanguard REIT Index Real Estate 9% 7% 5% 3%
  Vanguard Total International Stock Index International Core Equity 19% 15% 11% 6%
  Schwab Fundamental Emerging Markets Emerging Markets 6% 4%  2% 1%
    Total Stocks: 90% 70% 50% 30%
Bonds Vanguard Total Bond Market Investment Grade Bonds 8% 23% 36% 49%
  DFA Inflation-Protected Securities TIPs 1% 3% 6% 9%
  DFA 5-Year Global Fixed Income Global Bonds   1% 4% 8% 12%
    Total Bonds: 10% 30% 50% 70%

*Investment options as of: Fall of 2016

If your investment options have changed since this date, please email us a list of your new options. We will contact you when we've reviewed them and made any necessary changes to our allocations.

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