Asset allocations

Long-term financial health depends much more on persistence than on being brilliant. Here's how to convince the recalcitrant.

A revealing look at how a multi-asset grouping performs during periods of low and high inflation.

Planners act on expectations of pro-business, anti-trade initiatives by the incoming administration.

One of the major aims of asset allocation is to craft a portfolio with ingredients that don’t all behave in exactly the same way to protect against all assets heading south at the same time. But, of course, that downside protection can be a double-edged sword.

Advisers say clients have become much more hesitant about making new investments.

The way a client invests has much more impact than they usually realize.

In the face of political uncertainty, planners are clinging to cash and reallocating client assets to short-term investments.

Clients are becoming less cautious about upping allocations to developed international and emerging market stocks, planners report.

Clients are anticipating volatility and favoring defensive allocations no matter the outcome, say advisers who participated in a recent poll.