Income from your pension, savings and Social Security could provide the protection bonds usually offer, freeing you up for a ...

Adaptive Asset Allocation (AAA) offers a dynamic, rules-based portfolio strategy designed to deliver steady returns while minimizing downside risk. AAA stands out for ...

Forbes contributors publish independent expert analyses and insights. Portfolio diversification represents one of the fundamental principles of investment management. By strategically allocating ...

Investors should combine low-correlated asset classes, such as equity and debt, to balance growth and stability ...

Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s asset allocation ...

Whether you’re just starting out, saving for retirement, or looking to preserve your wealth, understanding how to allocate your assets wisely is essential. When it comes to building long-term wealth, ...

The current recommended Bitcoin allocation is just 1%. The new thinking is that investors can boost that allocation to 10% or higher, based on rising life expectancies and longer investing horizons.

A basic three-fund portfolio includes a US equity index fund, an international-equity index fund, and a total bond market index fund. It can be an exchange-traded fund portfolio or a traditional index ...