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?

Portfolio analytics that incorporate relevant benchmarks is important, perhaps more so in TAA than elsewhere. Click to read.

Once the following steps are taken, making asset ... allocation target by quantifying a spending plan and setting savings and investment return targets. It can also help you see the potential ...

In this excerpt from the new book ‘How to Retire,’ Christine Benz discusses in-retirement asset allocation with author ... cents on the dollar due to the impact of inflation.

Asset allocation is essential for successful investing in mutual funds, involving the distribution of investments across various asset classes. Different strategies like strategic, tactical, dynamic, ...

One of the most common questions in investing is regarding the right asset allocation ... with a financial planner may help you to see the bigger picture in all of this, and to help you identify ...

Public fixed income is an ideal asset class for impact investing because it gives you more control over capital allocation decisions and empowers ... to a wider set of issuers and companies. EF: How ...

By diversifying their portfolios, investors can reduce the impact of adverse events affecting ... and protect against ...

Research Affiliates, a leading designer of financial indexes, is celebrating the 10 th anniversary of its capital market expectations website, Asset Allocation ... many of these big tech companies.

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?