The following is an excerpt from Christine Benz’s recent webcast, Tune Up Your Portfolio in Uncertain Times. Watch the full webcast. Christine Benz: Moving over to talk about asset allocation. This is ...

Take a Financial Advisor Quiz. Asset allocation is the measure of how the investments in your portfolio are divided among different asset types and classes. The idea is to spread your investments ...

For many advisors, it’s hardly obvious what the next year holds. Looking beyond the short-term issues of political outcomes, we believe that advisors need to understand the broad themes that may ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

Asset allocation is the mix of stocks, bonds and other assets in a portfolio. Determining the “right” asset allocation depends on personal circumstances such as age, tolerance for risk, and how much ...

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 ...

What are multi-asset allocation funds? Multi-asset allocation funds are hybrid mutual funds that invest in at least three ...

Most financial planners see asset allocation as one of their primary responsibilities. If you accept the conventional wisdom, asset allocation determines around 90 per cent of returns. But what are ...

・By allocating investment across assets with varying risk and returns, the effect of market volatility is reduced over long investment horizons. ・The basic building blocks of asset allocation are ...