Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.

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

Asset allocation is the diversification of your retirement account across stocks, bonds, and cash. Your age is a primary consideration when you're managing allocation because the older you are ...

Asset allocation is a way for investors to meet their financial objectives while keeping their risk in check and ensuring they remain on the right path to reach their goals. While there are many ...

If your definition of risk is a bad day ... By trying to fiddle with your asset allocation, you’re very liable to interrupt that compounding. But if you’re a really disciplined investor ...

Once the following steps are taken, making asset allocation decisions for how you divide your money between stocks, bonds and/or cash in a way that balances returns and safety according to your ...

Asking a financial planner what the best asset allocation is for retirees is a bit like asking a dietitian what the best diet is for retirees. Ask five professionals and you’re likely to get ...

then your overall asset allocation has probably gotten lopsided, to paraphrase her. Building on that, I dove into the mutual fund data to see how much asset allocations have shifted over the past ...

I am the President of Diversified, a CFP and author. One of the most common questions in investing is regarding the right asset allocation. The answer truly depends on your needs, risk tolerance ...

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?