James Chen, CMT is an expert trader, investment adviser, and global market strategist. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Retirement ...

I met a woman who asked me to review her 401(k) portfolio. She was worried about how she had allocated her contributions. I wasn't going to tell her where to put her money. She said she just wanted my ...

Your asset allocation may be the most important decision you make as an investor. In fact, studies have found that asset allocation accounts for more than 90% of the variation in portfolio returns. In ...

The '100 minus age' rule for asset allocation suggests subtracting age from 100 to determine stock investment percentage.

Dynamic asset allocation funds are designed for investors who want equity exposure without taking full market risk all the ...

Learn about the capital allocation line (CAL), including the risk-return tradeoff, and how it optimizes portfolios through ...

Tactical Asset Allocation had a tough year in 2018. Two things worked against tactical strategies: Major trend changes, and the fact that those changes were very rapid. At the beginning of the year, ...

Asset allocation is simply the name given to the mix of investments that make up a given portfolio. Beyond just Apple vs Microsoft stock, asset allocation typically refers to broader asset classes ...