The Blended Index is comprised of 50% S&P 500 Index, 10% EAFE Index and 40% Bloomberg US Aggregate Bond Index. The S&P 500 Index is an unmanaged index of large capitalization common stocks. The MSCI ...

I recently wrote about how fund investors’ stake in US equity has drifted higher over the past decade. That increase owes mostly to US stocks’ standout returns over that period, rather than investors’ ...

The investment seeks total return which exceeds that of a blend of 60% MSCI All Country World Index/40% Bloomberg Global Aggregate (USD Hedged) Index. The fund seeks to achieve its investment ...

The investment seeks total return greater than that of GMO Global Asset Allocation Index, an internally maintained index computed by GMO, consisting of 65% MSCI ACWI and 35% Bloomberg U.S. Aggregate ...

Fidelity Freedom Funds are designed so that the target date referenced in the Fund name is the approximate year when investors expect to retire. The shift toward global monetary easing gained steam in ...

Asset allocation is the foundation of smart investing. It refers to how an investor divides their money across different asset classes—such as equities, debt instruments, gold, and cash—based on their ...

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 ...

Subscribe to The St. Louis American‘s free weekly newsletter for critical stories, community voices, and insights that matter. Sign up Lewis Carroll, the author of Alice’s Adventures in Wonderland, ...

“Forest over trees” is not a slogan here, it is a diagnosis. In early 2025, portfolios were built around what felt like the ...