Many people focus on asset allocation with their investments but forget asset location. While they might sound similar, they serve distinct purposes for a well-rounded investment and tax planning ...

Learn about multi-asset class investments, which use diversification across different asset types to manage risk and ...

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 ...

Investors generally focus on asset allocation, which is the appropriate mix of stocks and bonds. Many, especially wealthier people, should also pay attention to asset location, experts say. This aims ...

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?

At the Mint Money Festival 2026, Saugata Chatterjee of Nippon Life Asset Management said multi-asset investing can cut portfolio swings while improving risk-adjusted returns. He also highlighted the ...

The playing field presents broad opportunities for income investors today, with income and growth potential across asset classes. Read more here.

The Ameriprise private wealth advisor discusses the rise of alternative investments, how she constructs portfolios for retirement income, and the behavioral aspects of asset allocation.

Custom asset allocation model portfolios are emerging as a priority for asset manager model providers, according to recent data from Cerulli Associates. Nearly 60 percent of respondents in a recent ...