The conventional wisdom recommends shifting from stocks toward bonds as retirement nears, and while there’s logic in that, ...

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 ...

Wealthfront has a longer track record as a robo-advisory, but Schwab has an even longer history in helping individual ...

A new study from Boston College’s Center for Retirement Research finds that advisors’ compensation structure has greater influence on the equity allocation they recommend than their views on the ...

To navigate these ups and downs, investors depend on asset allocation. It is the foundation of a smart investment strategy. Instead of putting all your funds ...

Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...

Your asset allocation may be the most important decision you make as an investor. In fact, studies have found that asset allocation determines over 90% of the variations in portfolio returns. In other ...

Since April, the global economy and markets have faced the U.S. administration’s erratic tariff policy, broader trade tensions, fiscal concerns and flare-ups in geopolitical risk, all resulting in ...

11 August 2025, Baden-Württemberg, Rottweil: The logo of the cryptocurrency Bitcoin can be seen on the display of a smartphone. Bitcoin is currently scratching record highs. Photo: Silas Stein/dpa ...

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 ...