Thinking about retirement planning when you’re young is key to financial security in your golden years. Small contributions when you’re younger make a difference in your retirement strategy. The ...

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 ...

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 ...

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 ...

Allocation Strategy provides institutional investors with analytics to improve asset allocation, supporting portfolio ...

AOA iShares Core Aggressive Allocation ETF offers a balanced, low-cost, and globally diversified portfolio, ideal for a "set it and forget it" investment strategy. The ETF's 80/20 equity to fixed ...

In 2000, two retirees each started with $1 million. One invested 80% in U.S. stocks, the other split assets into a balanced 60/40 mix. Twenty-three years later, the stock-heavy investor would have ...

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

You can build a couch-potato portfolio in three simple ways—using index mutual funds, index ETFs, or asset-allocation ETFs. But before we dive into these further, an important note. The following ...

Custom asset allocation model portfolios are emerging as a priority for asset manager model providers, according to recent data from Cerulli Associates. Nearly 60 percent of respondents in a recent ...

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 ...