A small allocation of REITs in a diversified portfolio is ideal. Click here to read why Vanguard Real Estate Index Fund ETF ...

As a general statement, if you believe in the U.S. economy and government, the 60/40 allocation should work well for most ...

London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves ...

Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our ...

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?

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?

There’s no “right” answer to creating an asset-allocation mix. It all comes down to an individual’s level of risk tolerance, portfolio size, and anticipated spending needs. But investors who have ...

U.S. News compares companies to their industry peers based on a variety of company fundamentals, performance metrics and investor preferences to help you find the right stocks for your investing ...

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 ...