Asset allocations

The software is powered by analytics previously available only to larger institutions.

Record-high stocks, growing geopolitical risk. Is our current market becoming eerily similar to 1972?

The cryptocurrency attracts a generation that believes in the power of networks.

With plans to offer six new funds, the passive investing giant is seeing strategic beta as an opportunity, not a threat, says one contributor.

The proposed overhaul may severely limit investors’ ability to minimize capital gains on stock.

Despite critiques, Schwab Intelligent Portfolios will keep its cash allocations for clients.

Factor-based approaches to index investing have won heaps of investment. Can it last?

A new body of research suggests an ideal retirement-planning approach may exist — but buyer beware.

Conventional wisdom is that 60/40 portfolio is highly effective. But there could be a better way to accompany large-cap U.S. stocks than U.S. bonds.