Social Security should be seen as an income stream for an investment portfolio, especially when considering overall wealth, says index fund guru Charley Ellis.

Asset Allocation Strategies LLC raised its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 8.4% in the third quarter, HoldingsChannel reports. The firm owned 7,581 shares of the iPhone ...

Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market ...

When it comes to investing, one of the key principles that financial advisors and experts emphasize is the importance of asset allocation. Asset allocation refers to how an investor divides their ...

Portfolio analytics that incorporate relevant benchmarks is important, perhaps more so in TAA than elsewhere. Click to read.

Capital market assumptions (CMAs) are crucial for guiding long-term investment strategies and help investors make informed ...

Liquid Alternatives are mainly considered for two features; first, diversification against equity risk which can result in ...

Some investors try to mix strategic and tactical allocation with an approach called ‘Core/Satellite’.

With expertise in strategic asset allocation, quantitative modeling, macro and fundamental research, technical research, and ...

One defensive tactic for protecting portfolios is the use of exchange-traded funds designed to outperform in challenging ...

This strategy is termed as multi-asset allocation. Multi-asset allocation funds are investment vehicles or asset classes that diversify across various different asset classes. They invest in asset ...