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 ...

She graduated from the University of Texas at Austin with a degree in journalism. Asset management software helps businesses and organizations monitor and track their digital and tangible assets ...

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 ...

Then the men sat down at desktop computers, opened their Microsoft Excel spreadsheets and began to type. Excel, a program that does complex math on a human’s behalf, is often associated ...

The fund will maintain an allocation across key asset classes—Equity, Debt and Gold. Further, the scheme shall follow an active investment strategy. The fund manager retains the discretion to adjust ...

A recent The New York Times piece peeled back the cover on the e-sport you didn't know you were missing: the Microsoft Excel World Championship. Last month in Las Vegas, 12 men ran through a pro ...