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 ...

The investment seeks long-term total return. The adviser employs a dynamic investment strategy seeking to achieve, over time, a total return in excess of the broad U.S. equity market by selecting ...

Stocks are expected to return to last year's lows due to the decline in long-term bond prices and record high, long-term interest rates. Our new investment allocation is 50% stocks, 10% GLD, 25% Zero ...

According to the report, during the long bull market from 1982 to 2007 investment managers moved away from asset allocation, focusing instead on individual manager selection at the asset class level.

UK pension schemes are not the most active of asset allocators. While some institutional investors are constantly adjusting their asset allocations in the hope of improving performance or reducing ...

In the dynamic world of investing, market cycles are inevitable. From economic booms to downturns, bull runs to bear markets, navigating these cycles requires more than just patience. It demands a ...

Investors should combine low-correlated asset classes, such as equity and debt, to balance growth and stability and build portfolios that can perform consistently across market cycles Every journey ...

The risk of using modern portfolio theory – like any model – is that if poor inputs go into the model, poor results come out. Michael Kitces explains. Industry practice for much of the past 60 years ...

Asset allocation is the composition of your investment portfolio across different asset types and classes, such as stocks and bonds. Stocks and bonds are two headlining ingredients in a successful ...