Individual investors’ allocations to cash increased while stock and bond allocations decreased in the March AAII Asset ...

Thinking about retirement planning when you’re young is key to financial security in your golden years. Small contributions ...

However, implementing the idea of asset allocation in real life is not always easy. The basic principle sounds simple: buy ...

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 among multiple “baskets,” giving ...

It is very difficult to make the case for lightening up on stocks when the market is going up. It has been said the market goes up like an escalator, but down like an elevator. If you bang the drum on ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Erika Rasure is globally-recognized as a leading consumer economics subject matter expert, researcher, and ...

Noah Holdings Limited ("Noah" or the "Company") (NYSE: NOAH, HKEX: 6686) and its global asset allocation platform Olive Asset ...

The fund's exposure to US income-producing equity funds was the primary detractor from relative return in terms of equity ...

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 ...

Due to endowments and foundations aggressive return objectives, they often are significantly exposed to equity market volatility. Endowments and foundations (E&Fs) may wish to mitigate portfolio ...

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 ...