The 60/40 portfolio has been the go-to diversified portfolio for investors, but it has been underperforming in the past ...

Learn how Warren Buffett's market-timing strategy, influenced by Benjamin Graham, avoids bear market losses and signals ...

The massive investment firm Fidelity, which oversees trillions in funds set aside for retirement, bases how much someone should save for retirement on their annual salary. Fidelity believes people ...

In portfolio construction, the key inputs — expected premia and liquidity limitations offered by private investments — can be integrated with an asset owner’s tolerance for illiquidity risk, need for ...

Tandon says he has been selectively adding small-caps in his portfolio over last three months as several stocks in this ...

The income approach can assess corporate risk and cash flow using either a single-period capitalization of earnings method ...

AI is playing an increasing role in retirement planning. Here’s how some financial advisers are leveraging this new ...

The long-run expected total return for the Global Market Index (GMI) ticked higher in April, inching up to an annualized 7.0% ...

Individual investors' allocations to stock decreased while bond and cash allocations increased in the April Asset Allocation Survey.

Discover the best asset allocation models to maximize your investment portfolio's returns while working within your risk appetite. At first glance, many investors assume that the basic asset ...