Discover effective strategies to optimize the asset mix in your investment portfolio, focusing on achieving balance and ...

Asset allocation refers to the process of splitting an investment portfolio among different asset classes. In practice, this means determining what percentage of a portfolio will be invested in ...

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation?

In the aftermath of the credit crisis, diversification has come under the microscope. Portfolios that were traditionally considered diversified could not withstand the global reach of the crisis and ...

Asset allocation is the composition of your investment portfolio across different asset types and classes, such as stocks and bonds. Stocks and bonds are two headlining ingredients in a successful ...

The following is an excerpt from Christine Benz’s recent webcast, Tune Up Your Portfolio in Uncertain Times. Watch the full webcast. Christine Benz: Moving over to talk about asset allocation. This is ...

Tactical asset allocation funds typically shift between asset classes in an attempt to benefit from shorter-term changes in market trends. The appeal behind these strategies is obvious: Every once in ...

Thinking about retirement planning when you’re young is key to financial security in your golden years. Small contributions ...

Imagine you’re taking cross country road trip. You and a friend will drive from New York City to Los Angeles… and see lots of sights along the way. Let’s also say that you’ll buy a new car for the ...

Many investors remain overweight cash, but markets have begun to price for a substantial decline in short-term interest rates. The Asset Allocation Committee (“the AAC”) therefore thinks it is time to ...

Asset allocation is the measure of how the investments in your portfolio are divided among different asset types and classes. The idea is to spread your investments among multiple “baskets,” giving ...

Looking at your investment portfolio, you may notice a breakdown of all the different types of assets you invest in. This is your asset allocation. It’s the practice of dividing investments among ...