There are five asset classes for fixed-income investments: 1) government-issued securities, 2) corporate-issued securities, 3 ...

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.

Most financial professionals believe that asset allocation is one of the most important decisions investors can make. There ...

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 ...

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 ...

So how did the tool Asset Allocation Interactive perform? Jim Masturzo, partner and chief investment officer at Research Affiliates, acknowledges off the bat, that back in 2014 the firm failed to ...

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 ...