Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts.

Discover why VanEck Junior Gold Miners ETF (GDXJ) is a top play in the gold super-cycle, with dollar weakness boosting ...

A thoughtful allocation strategy requires adjusting the equal-weight baseline based on four key considerations.

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

If equity, debt, and gold all underperform together during severe market stress, diversification benefits for multi -asset ...

Individual investors’ allocations to stocks decreased while bond allocations increased and cash allocations were unchanged in ...

The following is part of our 21 Days to Improve Your Financial Life special report. Like so many aspects of investing, the precisely right asset allocation--the mix of stocks and bonds that delivers ...

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 ...

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 ...

Asset management firms are realigning their RIA engagement strategies, increasingly directing their efforts toward the ...

Forbes contributors publish independent expert analyses and insights. I am a managing director and senior wealth strategist for CIBC Private Wealth Management. Are you the parent of a young adult who ...

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 ...