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?

On a new episode of Decoding Retirement, David Blanchett, the head of retirement research at PGIM DC Solutions, highlighted ...

The optimism surrounding U.S. equity markets is understandable, yet no trend lasts forever. Diversification remains the only ...

Private market allocations are rapidly becoming a significant portion of advisors' book of business, according to a recent survey of investment advisors conducted by global private markets investment ...

Discover how one financial writer achieved retirement success by designing a high-yield income portfolio, outperforming ...

A study by Wilshire Indexes found that while higher allocations brought greater risk-adjusted returns, they also ...

Rebalancing clients' asset allocation makes sense in the long term, but it might take some convincing in the short term.

Retirement planning takes many years, and your goals will change as you get older. Younger investors typically focus on ...

Global equities collectively rose in local-currency terms in Q4 2024, but US dollar’s strength against most currencies ...

The Harvard Management Company pared down the direct holdings in its public equity portfolio to fewer public stocks than ...

The Strategic Allocation Fund joins the recently launched Hedged Core Fund (LHEIX, LHEAX), along with LoCorr's suite of five long-standing mutual funds, each with track records over a decade, and a ...