Equity funds saw roughly $12 trillion in market gains over that period ... off looks to be more attractive. It’s time to check your asset allocation. Compare where it was three or five or ...

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 ...

Recent surveys show that fixed income allocation has increased to over 60%, whereas public and private equity allocations are declining, along with a shift away from real estate and commodity-related ...

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

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.

One of the easier ways to bring up lightening up on equities is introducing periodic asset allocation rebalancing. 1. Actual vs. model. Your client has a risk tolerance profile. This comes with an ...

Transamerica Asset Allocation Growth Fd earns a Below Average ... Although, this bias has not existed over time. The portfolio is overweight in communication services and technology relative ...

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 ...

On a new episode of Decoding Retirement, David Blanchett, the head of retirement research at PGIM DC Solutions, highlighted the importance of updating your portfolio strategy leading up to your ...

risk and enhance returns over the long term. This makes them suitable for both conservative and aggressive investors. Multi-asset allocation funds use a dynamic approach towards investing.