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

JPMorgan Chase & Co. lessened its holdings in shares of iShares Core Moderate Allocation ETF (NYSEARCA:AOM – Free Report) by ...

Higher forward P/E ratios are linked to lower subsequent long-term returns, especially in large-cap, growth and broad equity ...

and how the individual investor can use simple bond allocation strategies to gain an advantage over fund managers. There are five asset classes for fixed-income investments: 1) government-issued ...

Do you and I even need to own U.S. stocks in our retirement portfolios? And if so, do we need to own the S&P 500 — the ...

US equities remain the lone downside outlier for expected return relative to the market’s history and the various asset classes that comprise GMI. Click to read.

One of the most important things to keep in mind before you start your IRA journey is that the path to becoming an IRA ...

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 ...

For years, a common investing approach was the 60/40 portfolio: 60% in stocks, and 40% in bonds. The idea behind it was ...

Claro Advisors LLC increased its holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM – Free Report) by 10.6% in ...

We recently published a list of Billionaire Dan Loeb’s Top Stock Picks. In this article, we are going to take a look at where Brookfield Asset Management Ltd. (NYSE:BAM) stands against other ...

Philip Chao discusses his near-10-year path to creating a personalized target-date fund investment option for plan sponsors.