Take a Financial Advisor Quiz. Asset allocation is the measure of how the investments in your portfolio are divided among different asset types and classes. The idea is to spread your investments ...

Dynamic asset allocation adjusts your portfolio based on macroeconomic trends to optimize returns and manage risk, offering flexibility in varying market conditions.

The starting point is diversification. Larimore's recommended portfolio holds three Vanguard index funds: For this initial exercise, I assume that the collective portfolio is equally weighted, such ...

Experts recommend diversification. While asset allocation is the way to go, the question remains: what is the best ...

The Ameriprise private wealth advisor discusses the rise of alternative investments, how she constructs portfolios for ...

Dynamic asset allocation and multi-cap funds are two popular investment strategies that cater to different risk appetites and ...

Adaptive Asset Allocation (AAA) offers a dynamic, rules-based portfolio strategy designed to deliver steady returns while minimizing downside risk. AAA stands out for ...

Pimco Chief Investment Officer (CIO) Dan Ivascyn Recently told Morningstar.com’s Sarah Hansen that investors should think about adding more bonds to their investment portfolio. One way to do that is ...

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?

Discover the investment pyramid strategy, which layers speculative risks atop conservative assets, offering a balanced portfolio approach for varied risk tolerance.

The 60/40 equity–bond portfolio remains a widely used benchmark for long-term asset allocation, despite ongoing debate about ...

Conventional wisdom holds that financial advisors add value through security selection and asset allocation. Post-Great Recession, though, things are changing very quickly. Today, after completing all ...