The easiest asset allocation rule is a quick calculation that helps determine how much of your portfolio is in stocks or in ...

Thinking about retirement planning when you’re young is key to financial security in your golden years. Small contributions when you’re younger make a difference in your retirement strategy. The ...

In this excerpt from the new book ‘How to Retire,’ Christine Benz discusses in-retirement asset allocation with author and financial historian William Bernstein. Constructing a portfolio that can ...

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?

Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration's tariff policies sent many stock market indexes into ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...