The easiest asset allocation rule is a quick calculation that helps determine how much of your portfolio is in stocks or in ...

Thinking about retirement planning when you’re young is key to financial security in your golden years. Small contributions when you’re younger make a difference in your retirement strategy. The ...

In this excerpt from the new book ‘How to Retire,’ Christine Benz discusses in-retirement asset allocation with author and financial historian William Bernstein. Constructing a portfolio that can ...

Nationally syndicated financial columnist and author Terry Savage joins John Williams to talk about how how the market has performed since President Trump’s tariff announcement, what that market swing ...

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 ...

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?

Even post-retirement, at least 30–35% equity exposure is necessary. The best way is through Systematic Withdrawal Plans from ...

As of this writing, the S&P 500 has returned more than 14% year-to-date, while the more conservative Aggregate Bond Index has ...

As you age and go through life, you should adjust your asset allocation accordingly. The post How You Should Invest Through ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...