Take a Financial Advisor Quiz. 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 ...

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 ...

Asset allocation is the strategy of allocating your investment portfolio among asset classes with various risk and return characteristics. The main purpose of asset allocation is to diversify your ...

Morningstar’s Christine Benz put together a series of investment portfolio examples that both retirees and savers can refer to as they build their own portfolios. The goal of these portfolios isn’t to ...

In investing, asset allocation (or the overall composition of your portfolio) is more important than any individual stock ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate ...

Cierra Murry is an expert in banking, credit cards, investing, loans, mortgages, and real estate. She is a banking consultant, loan signing agent, and arbitrator with more than 15 years of experience ...

At the time of curating their portfolio, investors tend to weigh the pros and cons of different mutual fund categories. One mutual fund may be the right fit for you based on your risk appetite and ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

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 Associates ...