When it comes to investing, one of the key principles that financial advisors and experts emphasize is the importance of asset allocation. Asset allocation refers to how an investor divides their ...

It’s also important for individual ... investor can use simple bond allocation strategies to gain an advantage over fund managers. There are five asset classes for fixed-income investments ...

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

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?

What we've seen over the course of the last several months prior to 2025 is a decrease in correlation between equities and fixed income. Within fixed-income portfolios, we're positioned a little bit ...

Debt instruments, in contrast, bring stability and predictability to a portfolio. They offer consistent returns and act as a ...

Additionally, asset allocation is perhaps the most important determining factor in the size of nest egg you’ll end up with come retirement. In any case, one doesn’t have to shift their ...

Deepseek was a wake-up call for lazy clients not to neglect diversification, and when it comes to ESG, there is a discrepancy between clients' expressed interest and effective action, says Romain ...