When we refer to net worth, that means the sum of your assets minus your liabilities ... was $1,059,470 while the median was $192,700. This chart from the 2022 Survey of Consumer Finances helps ...

Data source: KKR (2024). ASSETS High-net-worth, asset allocation as a percent of AUM Family offices, asset allocation as a percent of AUM One of the main selling points of alternative investments ...

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? Her ...

and allocation fund’s (excluding funds of funds) monthly total net assets and multiplied those assets by each fund’s monthly percentage allocation to stocks, bonds, and other instruments ...