James Chen, CMT is an expert trader, investment adviser, and global market strategist. Cierra Murry is an expert in banking, credit cards, investing, loans, mortgages, and real estate. She is a ...

Model portfolios continue to gain traction with financial advisors. Approximately $424 billion follows model portfolios as of June 2023, a 48% increase from $286 billion two years prior[1]. With this ...

Asset allocation can help reduce the risk to an investor's total portfolio. The concept involves distributing investment dollars among a variety of investment options, such as bonds and equities. A ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

Due to a recent Ibbotson study (unfortunately, this article now requires one to register) asset allocation is not the investment elixir today it was thought to be in the late 1980s and 1990s.

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 ...

Don’t put all your eggs in one basket. This timeless advice, passed down for generations, is especially true when it comes to investing. Whether you’re just starting out or enjoying retirement, having ...

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 ...

Editorial Note: Forbes Advisor may earn a commission on sales made from partner links on this page, but that doesn't affect our editors' opinions or evaluations. As an investor, you can invest your ...

Adaptive Asset Allocation (AAA) offers a dynamic, rules-based portfolio strategy designed to deliver steady returns while minimizing downside risk. AAA stands out for ...

What mix of fixed income and equity funds should companies offer in their 401(k) savings plans to prevent participants from investing too conservatively or too aggressively? And how should plans deal ...

Following a recipe from a trusted chef is a great way to step up your home cooking game. It provides a set of instructions and recommended ingredients, but there’s still room to add your own flair (go ...