Discover the principles, benefits, and limitations of strategic asset allocation. Learn how to implement this long-term ...

The starting point is diversification. Larimore's recommended portfolio holds three Vanguard index funds: For this initial exercise, I assume that the collective portfolio is equally weighted, such ...

Correlation between stocks and bonds remains elevated, creating challenges for multi-asset investors. At the start of 2023, we had one important high-conviction asset allocation view: As inflation ...

To spread risk, choose a broad mix of assets or managed portfolios that offer exposure to multiple asset classes and regions ...

Advisors say today’s retirement portfolios should go beyond stocks and bonds to include alternatives such as real estate and ...

Many people focus on asset allocation with their investments but forget asset location. While they might sound similar, they serve distinct purposes for a well-rounded investment and tax planning ...

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 ...

The past few years have been a financial roller coaster. We've faced rising inflation, rate hikes, recession fears and a soft job market in some sectors, all while the stock market hit record highs ...

Multi asset allocation mutual funds see a drop in inflows in August. The inflows decreased to Rs 3,527 crore. This is a 43% ...

Key inputs related to returns, volatility and correlation are the foundational elements in constructing alternative ...

A simple test of adding gold and/or bitcoin to a stock and bond portfolio highlights key differences in risk and reward associated with these alternative assets. A backtest that adds bitcoin to a ...

Subscribe to The St. Louis American‘s free weekly newsletter for critical stories, community voices, and insights that matter. Sign up Lewis Carroll, the author of Alice’s Adventures in Wonderland, ...