According to the CDC’s latest data, U.S. life expectancy at birth reached 79.0 years of age as of 2024, the highest on record ...

Experts recommend diversification. While asset allocation is the way to go, the question remains: what is the best ...

A new way to allocate assets in your portfolio takes another look at factors like age, income and risk tolerance—whether you are young, middle-aged or retired.

In a pointed challenge to the private-markets push, the head of asset allocation research ...

Learn about multi-asset class investments, which use diversification across different asset types to manage risk and ...

Investing in stocks is one of the greatest ways to build long-term wealth available to ordinary Americans. Despite the long-term benefits, stock investing carries several risks that make it a bad idea ...

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 ...

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 ...

Dynamic asset allocation and multi-cap funds are two popular investment strategies that cater to different risk appetites and ...

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 ...

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 ...