Here's what the assets were and whether you should hold them.

Risk and return are related. That's a truism that most investors know intellectually, but emotions around investing can be a drag on results. Stocks return more than bonds, but are more volatile. When ...

Over the past several decades, the number of investable asset classes has increased significantly, changing the world of portfolio management dramatically. Processing Content The challenge of asset ...

Asset allocation involves allocating investment portfolios among different asset classes, such as cash, bonds, stocks, derivatives and mutual funds. Small business owners can choose between different ...

Portfolio asset mix changes are expected to result in an estimated $1 billion charge in the fourth quarter and free up $2 billion of capital over the next 12-18 months U.S. tax reform is expected to ...

For armchair investors and retirement savers, "diversification" has come to mean a lot more than buying both stocks and bonds. And a "diversified" portfolio, in the 2020s sense of the term, did really ...

If you’ve taken the time to decide on a target asset allocation—the mix of stocks, bonds, and cash in your portfolio—you’re probably ahead of many investors. But there’s a catch. Unless you’re ...

You can expect a change in your preferences as you age. What appealed to you in your 20s will most likely not appeal to you as you approach your 60s. A brokerage account is a good place to start, but ...

The following is part of our 21 Days to Improve Your Financial Life special report. Like so many aspects of investing, the precisely right asset allocation--the mix of stocks and bonds that delivers ...

People often have lousy asset allocation in their retirement plans. Overdone risk avoidance and other behavioral tics combine to ensure they probably will not create the wealth they need to retire ...

Risk and return are related. That's a truism that most investors know intellectually, but emotions around investing can be a drag on results. Stocks return more than bonds, but are more volatile. When ...