A thoughtful allocation strategy requires adjusting the equal-weight baseline based on four key considerations.

A version of this article was published in the February 2019 issue of Morningstar ETFInvestor. Download a complimentary copy of Morningstar ETFInvestor by visiting the website. Momentum is one of the ...

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

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 ...

Tactical Asset Allocation had a tough year in 2018. Two things worked against tactical strategies: Major trend changes, and the fact that those changes were very rapid. At the beginning of the year, ...

MANISHA THAKOR: As a wealth manager, I’d suggest the biggest investment lesson from 2014 is: Asset allocation matters. Raffle tickets often have the disclaimer: “You Must Be Present To Win.” Market ...

The OCIO Solutions team at State Street Global Advisors (SSGA) manages over $150 billion in discretionary assets for their clients, making them one of the largest outsourced investment providers ...

A lot of portfolio advice I see is sound but would result in portfolios that are too complicated for most people to implement and maintain over the long haul. If you want a portfolio based on sound ...

Why Asset Allocation Drives Investing Success In investing, asset allocation (or the overall composition of your portfolio) is more important than any individual stock within it. That’s because while ...

While I am a big fan of a generous and growing dividend, we may also need to sell shares to untap some of the value trapped in the share prices. Many readers have suggested that it takes a level of ...