The following is an excerpt from Christine Benz’s recent webcast, Tune Up Your Portfolio in Uncertain Times. Watch the full webcast. Christine Benz: Moving over to talk about asset allocation. This is ...

The Securities and Exchange Commission (SEC) is again seeking public comment on rule amendments proposed in 2010 that would change the way target-date funds (TDFs) are marketed. The rule amendments ...

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 ...

Further examination of the inputs into the asset allocation process presented in "Investor's Alpha: Proper Asset Allocation". Asset Allocation is a continuous, dynamic process and not just a haphazard ...

Since both equity and commodity markets undergo cycles, analysts are now of the view that equities will make a comeback in ...

A version of this article was published in the February 2019 issue of Morningstar ETFInvestor. Download a complimentary copy of Morningstar ETFInvestor by visiting the website. Momentum is one of the ...

Over the next few years, individual investors are expected to increase their allocation to private markets, in some cases potentially approaching levels seen by various types of institutional ...

Experienced financial advisors worldwide agree that diversification in a retirement portfolio is typically paramount for protecting against risk and providing desired long-term benefits. But what does ...

If you recently retired or are planning to, you likely have questions about how to position your investments going forward. Conventional wisdom suggests investors should change their asset allocation ...

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 ...

You can expect a change in your preferences as you age. What appealed to you in your 20s will most likely not appeal to you as you approach your 60s. A brokerage account is a good place to start, but ...