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 ...

Imagine you’re taking cross country road trip. You and a friend will drive from New York City to Los Angeles… and see lots of sights along the way. Let’s also say that you’ll buy a new car for the ...

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.

Many investors remain overweight cash, but markets have begun to price for a substantial decline in short-term interest rates. The Asset Allocation Committee (“the AAC”) therefore thinks it is time to ...

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 ...

Asset allocation is a way for investors to meet their financial objectives while keeping their risk in check and ensuring they remain on the right path to reach their goals. While there are many ...

In the aftermath of the credit crisis, diversification has come under the microscope. Portfolios that were traditionally considered diversified could not withstand the global reach of the crisis and ...

Many investment experts agree that an asset allocation strategy can offer a good way to reduce risk to an investment portfolio. An asset allocation approach involves distributing investment dollars ...

NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Research Affiliates, LLC, an investment advisor and global leader in smart beta and enhanced indexing, quantitative active equity, and multi-asset products, ...

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 ...

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