When it comes to investing, one of the key principles that financial advisors and experts emphasize is the importance of asset allocation. Asset allocation refers to how an investor divides their ...

Portfolio analytics that incorporate relevant benchmarks is important, perhaps more so in TAA than elsewhere. Click to read.

and how the individual investor can use simple bond allocation strategies to gain an advantage over fund managers. There are five asset classes for fixed-income investments: 1) government-issued ...

Next, it’s time to think about asset allocation for these core assets. Scenario 1: Legacy focus If you want to prioritize leaving assets (bequests) to charity or family members, you might be ...

Asset allocation is essential for successful investing in mutual funds, involving the distribution of investments across various asset classes. Different strategies like strategic, tactical, dynamic, ...

Gold's price typically increases during periods of high inflation, geopolitical uncertainty, or even an equity market ...

Portfolio rebalancing is a crucial investment strategy that helps investors maintain their desired asset allocation over time. It involves adjusting the holdings in your portfolio by buying or ...

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 ...

Next, it’s time to think about asset allocation for these core assets. Scenario 1: Legacy focus If you want to prioritize leaving assets (bequests) to charity or family members, you might be ...