The 100 Minus Your Age rule is a quick, back-of-the-envelope calculation that can help determine your appropriate allocation ...

For years, investors have been advised to move a certain percentage of their assets away from stocks and into bonds as they ...

Discover optimal asset allocation strategies at any age to balance growth and risk. Ask questions to work toward retirement asset allocation at any stage.

In this excerpt from the new book ‘How to Retire,’ Christine Benz discusses in-retirement asset allocation with author and financial historian William Bernstein.

Knowing how to calculate your portfolio's returns is essential to becoming a savvier investor. Learn the basic principles ...

Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration's tariff policies sent many stock market indexes ...

Once a set of asset classes has been defined, it is important to determine the exposures of each component of an investor's overall portfolio to movements in their returns. Such information can be ...

Nationally syndicated financial columnist and author Terry Savage joins John Williams to talk about how how the market has performed since President Trump’s tariff announcement, what that market swing ...

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 ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli ...

President Donald Trump signed an executive order allowing private equity, venture capital and hedge funds in retirement ...

Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration's tariff policies sent many stock market indexes ...