Every investor has their own needs, objectives and risk profile. Sharing portfolio management approaches can improve performance by sharing knowledge and experience. My household portfolio plan is ...

By allocating investment across assets with varying risk and returns, the effect of market volatility is reduced over long ...

Further examination of the inputs into the asset allocation process presented in "Investor's Alpha: Proper Asset Allocation". Asset Allocation is a continuous, dynamic process and not just a haphazard ...

Asset allocation involves allocating investment portfolios among different asset classes, such as cash, bonds, stocks, derivatives and mutual funds. Small business owners can choose between different ...

The following is an excerpt from Christine Benz’s recent webcast, Tune Up Your Portfolio in Uncertain Times. Watch the full webcast. Christine Benz: Moving over to talk about asset allocation. This is ...

Asset allocation has been a highly discussed topic since 1952, when Harry Markowitz came up with the Modern Portfolio Theory, ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate ...

Due to endowments and foundations aggressive return objectives, they often are significantly exposed to equity market volatility. Endowments and foundations (E&Fs) may wish to mitigate portfolio ...

Because trying to time the market is a bad idea. We've all heard the adage that you shouldn't put all your eggs in one basket. Well, allocating your money to a variety of assets applies this advice to ...

Emily DiNuzzo is a writer and former full-time journalist whose work has appeared in Reader's Digest, INSIDER, and Well + Good. She continues to pursue her passion for writing and personal finance, ...

When saving for a long-term goal such as retirement, most people invest their money in financial markets, rather than just putting it into a savings account in the bank. Why? Because in the long term, ...