Her expertise is in personal finance and investing, and real estate. Dynamic asset allocation is a portfolio management strategy that frequently adjusts the mix of asset classes to suit market ...

A financial advisor meets with clients. Asset allocation is a key component of an investment portfolio. Dalbar’s Prudent Asset Allocation (PAA) strategy separates an investor’s assets into two ...

Asset allocation is the process of determining how much a portfolio invests in stocks, bonds and cash. Each asset class has a different return and risk profile, so determining the appropriate ...

Because each investor is unique in terms of goals, risk tolerance and age, there's no boilerplate template for ensuring ... "Essentially, your portfolio's asset allocation will act as the ...

Against that backdrop, Pimco group chief investment officer Dan Ivascyn argues for rethinking a long-held rule of thumb for portfolio allocation—at least for now. Rather than 60% stocks and 40% ...

The simple, easy-to-comprehend 60/40 retirement portfolio strategy promises to keep things simple for long-term investors. But is it a good option for retirees? “This allocation is considered a ...