An asset allocation fund diversifies investment portfolios across multiple asset classes like stocks, bonds, and cash. Learn ...

Track the latest asset allocation shift: stocks down to 70.2%, bonds up to 15.4%, cash at 14.4%. Click here to read all about the most recent results.

The AAC continues to see opportunities in growth and risk assets over the medium term, even as elevated risk and increasingly divergent monetary, fiscal and industrial policy paths make the investment ...

Conventional wisdom holds that financial advisors add value through security selection and asset allocation. Post-Great Recession, though, things are changing very quickly. Today, after completing all ...

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?

Investing success depends far more on how money is allocated than on picking the “right” stocks, said First Global founder Devina Mehra, warning investors against risky extremes and ...

The starting point is diversification. Larimore's recommended portfolio holds three Vanguard index funds: For this initial exercise, I assume that the collective portfolio is equally weighted, such ...

Rio de Janeiro, BrazilVelthorne Asset Management today released a new institutional strategy paper examining how ...

Multi-asset allocation funds have delivered strong returns over the past year by smartly diversifying across equities, debt ...

We are living in times marked by simmering geopolitical tensions – be it the ongoing Russia-Ukraine war, tensions in the ...

Learn how comprehensive tax allocation reconciles tax and financial reporting, uncovering discrepancies in income, expenses, ...