Your asset allocation may be the most important decision you make as an investor. In fact, studies have found that asset allocation determines over 90% of the variations in portfolio returns. In other ...

Asset allocation accounts for 88% of your investment experience, according to Vanguard research. That means if you have a diversified portfolio, your investment returns will be nearly identical to ...

Pre-retirees and retirees may be understandably concerned about their exposure to stock market risk, particularly in these uncertain times. Let’s take a look at how a hypothetical 65-year-old couple ...

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 ...

Whether you're a young professional or nearing retirement, you should be investing with both eyes on the future. If you're not already strategically investing to meet your financial goals, there's no ...

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 ...

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

The Adaptive Asset Allocation (AAA) portfolio combines two different tactical approaches (momentum and minimum variance) into one algorithm. The intention of this portfolio recipe is to optimize ...

Tactical asset allocation funds typically shift between asset classes in an attempt to benefit from shorter-term changes in market trends. The appeal behind these strategies is obvious: Every once in ...

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 ...

In my last article I discussed what I believe are the limitations to the current approach to asset allocation of much of the financial planning (and funds management) industry. In this article I ...