Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.

Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our ...

Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our ...

When it comes to investing, one of the key principles that financial advisors and experts emphasize is the importance of asset allocation. Asset allocation refers to how an investor divides their ...

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation?

Once the following steps are taken, making asset allocation decisions for how you divide your money between stocks, bonds and/or cash in a way that balances returns and safety according to your ...

Asking a financial planner what the best asset allocation is for retirees is a bit like asking a dietitian what the best diet is for retirees. Ask five professionals and you’re likely to get ...

I am the President of Diversified, a CFP and author. One of the most common questions in investing is regarding the right asset allocation. The answer truly depends on your needs, risk tolerance ...

Rebalancing clients' asset allocation makes sense in the long term, but it might take some convincing in the short term.