Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts.

By allocating investment across assets with varying risk and returns, the effect of market volatility is reduced over long ...

Multi-asset allocation funds deliver strong returns in 2025 as gold and silver rally, AUM jumps 59%, and investors seek ...

Asset allocation is important for you to explain clearly as an advisor, so your clients fully understand their overall investment strategy. However, taking the somewhat broad topic of asset allocation ...

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 ...

Multi-asset funds provide exposure to a diverse range of asset classes, offering a high degree of diversification typically ...

The following is part of our 21 Days to Improve Your Financial Life special report. Like so many aspects of investing, the precisely right asset allocation--the mix of stocks and bonds that delivers ...

Individual investors’ allocations to stocks decreased while bond allocations increased and cash allocations were unchanged in ...

What mix of fixed income and equity funds should companies offer in their 401(k) savings plans to prevent participants from investing too conservatively or too aggressively? And how should plans deal ...

Asset allocation is a common term that people use in the wealth management industry but most people do not fully understand it or how to apply it. In the simplest form, asset allocation is an ...

You can expect a change in your preferences as you age. What appealed to you in your 20s will most likely not appeal to you as you approach your 60s. A brokerage account is a good place to start, but ...