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 ...

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 ...

In this video, Marco from Whiteboard Finance breaks down different portfolio allocation models and their historical returns. He reviews Vanguard’s allocation models, analyzing the performance of ...

Learn about the recent changes in stock, bond, and cash allocations, and how they can impact your financial portfolio. Click ...

San Francisco-based Frec, a direct indexing platform for self-directed investors, has launched a portfolio allocation feature ...

Canadians with workplace pensions generally still need to save personally to meet their retirement income targets ...

Frec, the innovative investment platform known for redefining direct indexing, today announces the launch of its Portfolio ...

Multi-asset allocation funds are investment vehicles or asset classes that diversify across various different asset classes.

Learn more about whether Houlihan Lokey, Inc. or UBS Group AG is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.

Investing in the stock market can help you to build wealth. However, it does expose you to risk. As you get older and start ...

On Jan. 28, 2025, Franklin Templeton announced that veteran managers Robert Schoen and James Fetch, managers on the Putnam Dynamic Asset Allocation Series of target-risk mutual funds since 2002 ...