Your asset allocation may be the most important decision you make as an investor. In fact, studies have found that asset allocation determines over 90% of the variations in portfolio returns. In other ...

Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s asset allocation ...

It gets to the heart of one of the greatest retirement red flags that no one talks about: Americans having too many accounts. Beyond the obvious risk of forgetting about the account — like the 31.9 ...

ETFs have taken market share away from mutual funds. However, there are some advantages to mutual funds, especially in ...

When planning for retirement, most investors concentrate on what to invest in—stocks, bonds, cash, and other assets. But an equally important, and often overlooked, decision is asset location—which ...

You save every month, increase your SIPs when your salary rises and stay invested for years — yet many people lose confidence ...

During your working years, skipping a quarterly rebalance rarely mattered much as you believed time was on your side. If your portfolio drifted toward stocks during a bull market, you had decades to ...

If investors are looking at the Allocation Balanced fund category, T. Rowe Price Retirement Balanced (TRRIX) could be a potential option. TRRIX bears a Zacks Mutual Fund Rank of 2 (Buy), which is ...

Kern County Employees' Retirement Association, Bakersfield, Calif., approved some modest changes in its strategic asset allocations at a board meeting on April 9. Reflecting “broadly lower” capital ...

Imagine you’re taking cross country road trip. You and a friend will drive from New York City to Los Angeles… and see lots of sights along the way. Let’s also say that you’ll buy a new car for the ...

Retirement fund body PFRDA has established a committee of investment experts for Strategic Asset Allocation and Risk ...