While there are many “standard” or “sample” types of asset allocation, each investor should spend the time to build an asset allocation that reflects their personal financial situation and ...

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?

For example, the overall market ... investor can use simple bond allocation strategies to gain an advantage over fund managers. There are five asset classes for fixed-income investments: 1 ...

Asset allocation is one of the most important investment ... bonds and/or cash. For example, if you want to potentially earn more, and both you and your funds can withstand greater risk, you ...

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 ...

Some investors try to mix strategic and tactical allocation with an approach called ‘Core/Satellite’.

Final asset-allocation decisions fall on managers Brett ... However, investors have had to stomach elevated volatility. For example, the Conservative fund’s standard deviation of 7.1 over ...

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation ... the withdrawal percentage; for example, someone who plans to spend ...