How the savvy bond investor can beat Wall Street at its own game. Reviewed by Somer Anderson. Outperforming your average bond ...

It's really simple to trot out the 93.6% number and make people think that the only key thing is asset allocation. Way too simple. And way too misleading. But it makes for great marketing material.

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 ...

Any money that you think you will need in the next 1 year should be parked in liquid funds, arbitrage funds or other funds where your returns are reasonably certain and loss of capital is largely ...

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 ...

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 ...

AJ Bell produces 2025 strategic asset allocation, eliminating alternatives and creating separate sector for China ...