Whether you aspire to build a fat retirement fund, own a yacht or vacation home, pay for your child's education, or simply save for a new car, you should consider it in your asset-allocation plan.

The 100 Minus Your Age rule is a quick, back-of-the-envelope calculation that can help determine your appropriate allocation ...

What Determines the Best Portfolio Asset Allocation? Before going any further, it is imperative to mention that there is no one best portfolio asset allocation formula for everybody.

Is PIMCO Global Core Asset Allocation Fund worth investing in? Learn about its inconsistent distribution pattern, high fees, and performance compared to ...

The Allspring Index Asset Allocation Fund underperformed its benchmark, the Index Asset Allocation Blended Index, during Q4 2024. Click here to read the full commentary.

How Your Risk Capacity and Risk Tolerance Informs Your Asset-Allocation Strategy Giles: So, what are the key factors that should affect how much someone holds in stocks? Benz: Really two key factors.

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 ...

What Is My Risk Tolerance? Asset Allocation and Investment Trends to Watch in 2024 and Beyond Investors should keep these five trends in mind as the second half of 2024 gets underway.

Percentage Allocation of Fund Assets, by Asset Class The percentage of fund assets invested in stocks has risen over the last decade, while the allocation to bonds has fallen correspondingly.

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 ...