An asset allocation fund diversifies investment portfolios across multiple asset classes like stocks, bonds, and cash. Learn ...

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 ...

Forbes contributors publish independent expert analyses and insights. I write about incisive investing advice. Retirement becomes a hot topic for Gen X-ers as they enter their 50s. We discuss how to ...

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

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 ...

Due to endowments and foundations aggressive return objectives, they often are significantly exposed to equity market volatility. Endowments and foundations (E&Fs) may wish to mitigate portfolio ...

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 ...

Christine Benz: This is just a look at our X-Ray functionality, looking through a portfolio. You can see in the case of this particular portfolio, it’s very heavily tilted toward stocks, U.S. stocks ...

The past few years should have been a great time for tactical-allocation funds to prove their worth. These funds aim to vary their asset exposure to take advantage of shorter-term changes in market ...

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 ...