Asset allocations

To build a portfolio that is balanced and robust, advisers must calculate true risk while incorporating what makes each client unique.

Some advisers prefer to allot a small pool of money to 'play' with

Don't let momentum for an asset class in either direction overtake logic.

Concentrating too much of a client's portfolio in U.S. stocks creates too much risk.

Can three foreign market index funds outperform a single total non-U.S. market index fund?

This sector had a bad name for years after the crisis. Is it time to include it in portfolios?

Can a single mega total-market index fund outperform an equally weighted basket of large-cap, mid-cap and small-cap funds? The answer may surprise you.

A retiree living off her portfolio suffers hundreds of dollars a year in lost income for every added basis point of fund expense ratio and advisory fees.

The move does not apply to the giant asset management firm's ETFs, and clients are not required to liquidate existing positions.

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.