Tactical asset allocation funds typically shift between asset classes in an attempt to benefit from shorter-term changes in market trends. The appeal behind these strategies is obvious: Every once in ...

A version of this article previously appeared on Jan. 25, 2021. Like so many aspects of investing, the precisely right asset allocation--the mix of stocks and bonds that delivers the highest possible ...

By allocating investment across assets with varying risk and returns, the effect of market volatility is reduced over long ...

When your desired asset allocation gets out of whack, here's what to do about it Cierra Murry is an expert in banking, credit cards, investing, loans, mortgages, and real estate. She is a banking ...

Asset allocation involves allocating investment portfolios among different asset classes, such as cash, bonds, stocks, derivatives and mutual funds. Small business owners can choose between different ...

Asset allocation is important. Just how important is not so easy to determine. Still, asset allocation is important. First, volatility is important to the average investor. Most people have a hard ...

Asset allocation is the strategy of allocating your investment portfolio among asset classes with various risk and return characteristics. The main purpose of asset allocation is to diversify your ...

Equities have displayed their wealth-creation potential over the long term. Recognising this, individual investors – particularly since 2020 – have shown keen interest in mutual funds. The rise in ...

Asset allocation accounts for 88% of your investment experience, according to Vanguard research. That means if you have a diversified portfolio, your investment returns will be nearly identical to ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Erika Rasure is globally-recognized as a leading consumer economics subject matter expert, researcher, and ...

Asset allocation spreads dollars across stocks, bonds, cash and other assets based on goals, age and risk tolerance. Many, or all, of the products featured on this page are from our advertising ...