Take a Financial Advisor Quiz. Asset allocation is the measure of how the investments in your portfolio are divided among different asset types and classes. The idea is to spread your investments ...

Forbes contributors publish independent expert analyses and insights. I write about incisive investing advice. Retirement becomes a hot topic for Gen X-ers as they enter their 50s. We discuss how to ...

I met a woman who asked me to review her 401(k) portfolio. She was worried about how she had allocated her contributions. I wasn't going to tell her where to put her money. She said she just wanted my ...

Dynamic asset allocation adjusts your portfolio based on macroeconomic trends to optimize returns and manage risk, offering flexibility in varying market conditions.

Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market conditions. Adaptive Asset Allocation (AAA) can be broadly categorized into ...

Lower fees, a pivot to growth assets and modest additional contributions could lift your retirement balance by thousands – or ...

The OCIO Solutions team at State Street Global Advisors (SSGA) manages over $150 billion in discretionary assets for their clients, making them one of the largest outsourced investment providers ...

A lot of portfolio advice I see is sound but would result in portfolios that are too complicated for most people to implement and maintain over the long haul. If you want a portfolio based on sound ...

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 ...

Investment portfolios were often based on traditional and historical structures of which seemingly few had changed over the decades. The range of assets was very straightforward as judged primarily by ...

According to WhiteOak Capital Mutual Fund, its in-house model-Market Valuation Index-has moved down to 99 in January 2026 ...