If you look at a graph of 10-year bonds, starting yield, subsequent returns, you just see a very, very tight correlation. The fact is that we now have safer, higher yields. The standard deviation of ...

Discover effective strategies to optimize the asset mix in your investment portfolio, focusing on achieving balance and ...

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation?

If you've ever opened your investment account and seen that your asset allocation differs from what you previously set, know this is normal. Over time, market movements naturally shift your asset mix, ...

Is your stock-bond mix driven primarily by your age? If so, it may be worth reconsidering. Most investors are taught that age determines asset mix. Formulas such as "100 minus your age" (or the newer ...

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 ...

RALEIGH, N.C. — Investing is a balancing act. A balanced portfolio, you see, offers protection from a fall. Diversification reduces risk. That includes investing in different asset classes — stocks, ...

Forbes contributors publish independent expert analyses and insights. I write about incisive investing advice. Retirement becomes a hot topic for Gen X-ers as they enter their 50s. We discuss how to ...

Maintaining a balanced portfolio helps manage risk and reach your investing goals Barbara Friedberg is a veteran investment portfolio manager, fintech consultant, and expert investor. She is a ...

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation?