Many advisors who grew up in this industry were taught to look at asset allocation in a pretty standard way: What’s the client’s risk tolerance? And based on that, how much exposure should they have ...

Imagine you’re taking cross country road trip. You and a friend will drive from New York City to Los Angeles… and see lots of sights along the way. Let’s also say that you’ll buy a new car for the ...

Cierra Murry is an expert in banking, credit cards, investing, loans, mortgages, and real estate. She is a banking consultant, loan signing agent, and arbitrator with more than 15 years of experience ...

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?

The Allspring Index Asset Allocation Fund underperformed its blended benchmark this quarter, with TAA trades detracting from results, despite fixed income outperforming its index. We see near-term ...

The Ameriprise private wealth advisor discusses the rise of alternative investments, how she constructs portfolios for retirement income, and the behavioral aspects of asset allocation.

Explore the advantages of Multi-Asset Allocation Funds (MAAFs) for diversified portfolios, aligning investments with your goals and risk profile.

Years ago, when financial advisors had a monopoly on asset allocation decisions, fees ran rather rich. Lately, though, with a surge in the number of index-based products promising to deliver asset ...

Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s asset allocation ...

BOSTON--(BUSINESS WIRE)--State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT), announced today in partnership with Bridgewater Associates, the launch of ...

The fund employs a 65% equity/35% fixed income allocation, using tactical overlays and diversified affiliated mutual funds for broad asset class exposure. Recent performance outpaced its custom ...