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 ...

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 ...

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

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?

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 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 ...

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 ...

Pension plans’ funding levels have eroded significantly since the start of the credit crisis in mid-2007. Although the recent market rally has improved funding levels somewhat, many plan sponsors are ...