According to the CDC’s latest data, U.S. life expectancy at birth reached 79.0 years of age as of 2024, the highest on record ...

Take a Financial Advisor Quiz. Asset allocation is the measure of how the investments in your portfolio are divided among different asset types and classes. The idea is to spread your investments ...

Experts recommend diversification. While asset allocation is the way to go, the question remains: what is the best ...

The starting point is diversification. Larimore's recommended portfolio holds three Vanguard index funds: For this initial exercise, I assume that the collective portfolio is equally weighted, such ...

Learn about multi-asset class investments, which use diversification across different asset types to manage risk and ...

Pimco Chief Investment Officer (CIO) Dan Ivascyn Recently told Morningstar.com’s Sarah Hansen that investors should think about adding more bonds to their investment portfolio. One way to do that is ...

Dynamic asset allocation and multi-cap funds are two popular investment strategies that cater to different risk appetites and ...

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?

Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market conditions. Adaptive Asset Allocation (AAA) can be broadly categorized into ...

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 ...

The 60/40 equity–bond portfolio remains a widely used benchmark for long-term asset allocation, despite ongoing debate about ...

Conventional wisdom holds that financial advisors add value through security selection and asset allocation. Post-Great Recession, though, things are changing very quickly. Today, after completing all ...