Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

Many strategies and approaches are available to investors, even now. Amidst this sea of advice, a straightforward rule of thumb stands out for its simplicity and effectiveness. This rule, often ...

Explore how risk parity portfolios equitably allocate risk using leverage across asset classes, balancing performance and ...

Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration’s tariff policies sent many stock market indexes into ...

Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...

Emily DiNuzzo is a writer and former full-time journalist whose work has appeared in Reader's Digest, INSIDER, and Well + Good. She continues to pursue her passion for writing and personal finance, ...

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation?

San Francisco-based Frec, a direct indexing platform for self-directed investors, has launched a portfolio allocation feature. The new tool enables investors to choose how and when to rebalance ...

Your approach to investing should evolve as you do. The right asset allocation by age helps balance growth, stability and income — whether you’re in your 20s or already retired. In simple terms, ...

The current recommended Bitcoin allocation is just 1%. The new thinking is that investors can boost that allocation to 10% or higher, based on rising life expectancies and longer investing horizons.

Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration's tariff policies sent many stock market indexes into ...