Asset allocation is the diversification of your retirement account across stocks, bonds, and cash. Your age is a primary consideration when you're managing allocation because the older you are ...

Asset allocation refers to how a portfolio is allocated ... have asset classes in the right tax buckets. Let’s look at a simple example of asset location, using the 40-year-old couple from ...

Portfolio allocation is the composition of your investment assets in terms of asset class and type. A simple portfolio allocation example is 60% stocks and 40% bonds. More complex retirement ...

Sometimes our readers tell us: “Oh, that means diversify. I already do that.” But that’s not what asset allocation is about. A handful of years ago you could have diversified into Microsoft, Intel, ...

If you were hoping for a one-size-fits all answer for the best time to rebalance a portfolio, I'm sorry to disappoint: Portfolio rebalancing is one of the most crucial yet debated aspects of ...

Finally, asset allocation can also be optimized for tax ... A perennial rule in investing is to "keep things simple." A great example comes from John Bogle, the late founder and former chairman ...