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 ...

A diversified portfolio can have the same returns as a concentrated one, with less risk.” Diversification is such an ...

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

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

Pension Fund Administrators (PFAs) are rethinking their asset portfolios to beat market uncertainties. With the nation’s high ...

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

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

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 ...

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