Around one in five Americans has a dormant or forgotten 401(k) plan that they left behind when they left their job, and ...

Jot down what your spending looks like in a typical month, including costs for housing, food, medical care, insurance, ...

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

Asset allocation is a way for investors to meet ... different risk/reward characteristics and that don’t necessarily move in the same direction at the same time – meaning, they are non-correlated.

As the market moves, it causes the relative weights of different assets in your portfolio to shift. Rebalancing allows you to maintain your target asset allocation and address any risks.

Congratulations! You’ve finally retired after building up a steady nest egg over a number of years. As you shift gears from ...

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 ...

Learn about the recent changes in stock, bond, and cash allocations, and how they can impact your financial portfolio. Click ...

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?