Asset allocation - dividing resources among different investment categories - is a way to lessen the risk of losses in a financial portfolio. Over the past decade, it has become increasingly critical ...

At this hour, it may be that advisors and investors are finally putting the unprecedented market volatility of 2008 and 2009 behind them. But the "new market normal" we're all coming to realize is ...

Tactical asset allocation funds typically shift between asset classes in an attempt to benefit from shorter-term changes in market trends. The appeal behind these strategies is obvious: Every once in ...

The following is an excerpt from Christine Benz’s recent webcast, Tune Up Your Portfolio in Uncertain Times. Watch the full webcast. Christine Benz: Moving over to talk about asset allocation. This is ...

Research Affiliates, a leading designer of financial indexes, is celebrating the 10 th anniversary of its capital market expectations website, Asset Allocation Interactive, with a candid examination ...

It was easy to be “smart” in the past decade. It will be easy to be “stupid” in this current decade. Smart investors make smart asset allocation decisions. 78 million Baby Boomers need to get smart ...

Financial planning isn't magic, but it is an art as much as it is a science. Different planning practices deal with different kinds of investment vehicles. But regardless of the vehicle, financial ...

Only half of mutual funds provide investors and advisers the tools they need to help them with asset allocation, according to Corporate Insight. Only half of mutual funds provide investors and ...

A framing like this can make client conversations more productive. Rather than positioning private markets as a replacement for public assets, advisors can use the analysis to consider whether a ...

When it comes to tracking an investment portfolio, most investors are missing out. They track their portfolio’s value. They may also track returns. But there are at least three other metrics that ...

The terms strategic and tactical asset allocation are bandied about, sometimes interchangeably – which is wrong. But these investment strategies are different, and research shows that there are ...