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

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 ...

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 ...

Christine Benz: This is just a look at our X-Ray functionality, looking through a portfolio. You can see in the case of this particular portfolio, it’s very heavily tilted toward stocks, U.S. stocks ...

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 ...

How do you guys distribute your asset allocation among your retirement and non-retirement accounts? Out of my total mutual fund assets, I have 23% in a Roth IRA account, 47% in 401k rollover account ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate ...

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. They were fortunate enough to amass a sizable portfolio through diligent saving ...

Social Security isn't enough to support you in retirement, so you're going to need money saved to produce the additional income you need. It can be hard to amass a large enough nest egg unless you're ...

Asset allocation is the foundation of smart investing. It refers to how an investor divides their money across different asset classes—such as equities, debt instruments, gold, and cash—based on their ...

Looking at your investment portfolio, you may notice a breakdown of all the different types of assets you invest in. This is your asset allocation. It’s the practice of dividing investments among ...