I met a woman who asked me to review her 401(k) portfolio. She was worried about how she had allocated her contributions. I wasn't going to tell her where to put her money. She said she just wanted my ...

Your approach to investing should evolve as you do. The right asset allocation by age helps balance growth, stability and income — whether you’re in your 20s or already retired. In simple terms, ...

Your asset allocation may be the most important decision you make as an investor. In fact, studies have found that asset allocation determines over 90% of the variations in portfolio returns. In other ...

Forbes contributors publish independent expert analyses and insights. I write about incisive investing advice. Retirement becomes a hot topic for Gen X-ers as they enter their 50s. We discuss how to ...

Investors should combine low-correlated asset classes, such as equity and debt, to balance growth and stability ...

Subscribe to The St. Louis American‘s free weekly newsletter for critical stories, community voices, and insights that matter. Sign up Lewis Carroll, the author of Alice’s Adventures in Wonderland, ...

Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.

The OCIO Solutions team at State Street Global Advisors (SSGA) manages over $150 billion in discretionary assets for their clients, making them one of the largest outsourced investment providers ...

A thoughtful allocation strategy requires adjusting the equal-weight baseline based on four key considerations.

Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market conditions. Adaptive Asset Allocation (AAA) can be broadly categorized into ...

Years ago, when financial advisors had a monopoly on asset allocation decisions, fees ran rather rich. Lately, though, with a surge in the number of index-based products promising to deliver asset ...

Since both equity and commodity markets undergo cycles, analysts are now of the view that equities will make a comeback in ...