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 among multiple “baskets,” giving ...

Thinking about retirement planning when you’re young is key to financial security in your golden years. Small contributions ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Erika Rasure is globally-recognized as a leading consumer economics subject matter expert, researcher, and ...

Drawing on a decade of 401(k) plan data, this analysis examines the changing composition of core menu allocations.

Noah Holdings Limited ("Noah" or the "Company") (NYSE: NOAH, HKEX: 6686) and its global asset allocation platform Olive Asset ...

However, implementing the idea of asset allocation in real life is not always easy. The basic principle sounds simple: buy ...

Pimco Chief Investment Officer (CIO) Dan Ivascyn Recently told Morningstar.com’s Sarah Hansen that investors should think about adding more bonds to their investment portfolio. One way to do that is ...

It is very difficult to make the case for lightening up on stocks when the market is going up. It has been said the market goes up like an escalator, but down like an elevator. If you bang the drum on ...

Due to endowments and foundations aggressive return objectives, they often are significantly exposed to equity market volatility. Endowments and foundations (E&Fs) may wish to mitigate portfolio ...

The fund's exposure to US income-producing equity funds was the primary detractor from relative return in terms of equity ...

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 ...