Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.

Asset allocation is the practice of dividing your investment portfolio across multiple different asset classes. It requires weighing the risks and rewards of each asset based on your situation.

Light: How does asset allocation play a pivotal role in shaping your retirement portfolio? Sadler: The correct mix of assets can help you strike a balance between growth and safety, aligning your ...

Discover effective asset allocation strategies tailored for High-Net-Worth Individuals (HNWIs). Learn how to optimize ...

Asking a financial planner what the best asset allocation is for retirees is a bit like asking a dietitian what the best diet is for retirees. Ask five professionals and you’re likely to get ...

I am the President of Diversified, a CFP and author. One of the most common questions in investing is regarding the right asset allocation. The answer truly depends on your needs, risk tolerance ...

Dynamic asset allocation funds are favored by investors during the current market slump. These funds adapt their asset mix ...

In this excerpt from the new book ‘How to Retire,’ Christine Benz discusses in-retirement asset allocation with author and financial historian William Bernstein. Constructing a portfolio that ...

Joining us now to discuss what investors should be thinking about heading into 2025 is Jing Roy, VP, Director, and Portfolio Manager for Asset Allocation at TD Asset Management. Jing, so great to ...

Financial writer discusses recent changes in portfolio allocations, with stocks increasing, bonds decreasing, and cash ...

By answering three key questions on return expectations and target portfolio volatility, multi-asset investors can evaluate ...

Within the multi-asset group, a tactical trading council ... its Morningstar Moderate Target Risk Index and the moderate allocation category peer median by 102 and 31 basis points, respectively.