Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market ...

Social Security should be seen as an income stream for an investment portfolio, especially when considering overall wealth, says index fund guru Charley Ellis.

The road to retirement is a deeply personal one, and it’s probably not going to be a linear path forward. There are sure to ...

A 401(k) retirement plan remains one of the most popular ways to invest for your golden years, and Americans have put away ...

Building a resilient and balanced portfolio calls for a new kind of diversification strategy that goes beyond the asset allocation basics. The importance of asset allocation and portfolio construction ...

Portfolio analytics that incorporate relevant benchmarks is important, perhaps more so in TAA than elsewhere. Click to read.

Gold's price typically increases during periods of high inflation, geopolitical uncertainty, or even an equity market ...

Asset Allocation Strategies LLC raised its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 8.4% in the third quarter, HoldingsChannel reports. The firm owned 7,581 shares of the iPhone ...

Multi-asset allocation funds are investment vehicles or asset classes that diversify across various different asset classes.

Capital market assumptions (CMAs) are crucial for guiding long-term investment strategies and help investors make informed ...