The following is an excerpt from Christine Benz’s recent webcast, Tune Up Your Portfolio in Uncertain Times. Watch the full webcast. Christine Benz: Moving over to talk about asset allocation. This is ...

Portfolio optimisation and asset allocation strategies have evolved into sophisticated tools for managing financial risks while striving for superior returns. Recent advancements integrate classical ...

Stocks are expected to return to last year's lows due to the decline in long-term bond prices and record high, long-term interest rates. Our new investment allocation is 50% stocks, 10% GLD, 25% Zero ...

The following is part of our 21 Days to Improve Your Financial Life special report. Like so many aspects of investing, the precisely right asset allocation--the mix of stocks and bonds that delivers ...

What Is Strategic Asset Allocation? Strategic asset allocation refers to the long-term investment strategy that involves allocating a portfolio's assets among different asset classes to achieve an ...

Thinking about retirement planning when you’re young is key to financial security in your golden years. Small contributions ...

The fund has returned 15.15 percent over the past year, 13.36 percent over the past three years, 6.78 percent over the past five years and 7.45 percent over the past decade. The fund uses two levels ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate ...

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 ...

Looking at your investment portfolio, you may notice a breakdown of all the different types of assets you invest in. This is your asset allocation. It’s the practice of dividing investments among ...

You can expect a change in your preferences as you age. What appealed to you in your 20s will most likely not appeal to you as you approach your 60s. A brokerage account is a good place to start, but ...