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 ...

By allocating investment across assets with varying risk and returns, the effect of market volatility is reduced over long ...

Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...

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 ...

Finance Logix 3.2 is a suite of web-based products for comprehensive financial modeling. It includes modules for retirement planning, asset allocation, insurance planning, estate planning and ...

The fund uses two levels of asset allocation among stocks, bonds and other asset classes as determined by subadvisor GMO’s asset allocation team. The fund has been managed by Ben Inker since 1996 and ...

If you recently retired or are planning to, you likely have questions about how to position your investments going forward. Conventional wisdom suggests investors should change their asset allocation ...