Take a Financial Advisor Quiz. Asset allocation is the measure of how the investments in your portfolio are divided among different asset types and classes. The idea is to spread your investments ...

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 ...

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 ...

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?

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

Imagine you’re taking cross country road trip. You and a friend will drive from New York City to Los Angeles… and see lots of sights along the way. Let’s also say that you’ll buy a new car for the ...

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 ...

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

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.

Allocation Strategy provides institutional investors with analytics to improve asset allocation, supporting portfolio construction, risk assessment, and scenario analysis to build more resilient ...

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 ...