An asset allocation is a financial road map that shows you where to put your money based on your own investment objectives, risk tolerance and time horizon.

Models help advisors save time by outsourcing portfolio management tasks like asset allocation and fund selection. However, off-the-shelf models don’t always meet every client’s unique objectives.

In an unpredictable market shaped by inflation, interest rate shifts, and global tensions, smart investing goes beyond picking winners. Strategic asset allocation is emerging as the key to long ...

Rumors of the death of the 60-40 portfolio — that old standby allocation of 60% stocks and 40% fixed-income investments — are ...

Building a strong financial future often starts with smart planning and informed decisions. One of the key strategies ...

An asset allocation is a financial road map that shows you where to put your money based on your own investment objectives, risk tolerance and time horizon.

The art of asset allocation – Part 2: Manager selection and due diligence Above all, maintaining the performance of your investment is dependent on choosing a top-performing manager.

Conclusion Active asset allocation can be viewed as a tool to allow endowments and foundations to better navigate business cycles and enhance portfolio diversification. By providing a layer of ...

Explore a selection of low-cost ETFs across different asset classes – U.S. stocks, international stocks, bonds and money funds – to build a well-diversified retirement portfolio tailored to ...

Strategic vs. Dynamic Asset Allocations. Asset allocation involves allocating investment portfolios among different asset classes, such as cash, bonds, stocks, derivatives and mutual funds. Small ...

Asset Allocation and Investment Trends to Watch in 2024 and Beyond Investors should keep these five trends in mind as the second half of 2024 gets underway.

Navigating Market Volatility By David Modzelewski In April 2025, a significant policy shift left investors unsettled as the S&P 500 tumbled about 12% in a single week. With the […] ...