Pull holdings data from your brokerage, the fund company or a reputable aggregator. When you paste facts into AI, specify the source in plain language (e.g., “Facts from brokerage statement dated June ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

Boomers, Gen Xers, millennials and Gen Zers are taking varying approaches to investing. Here's what they're doing and key ...

How much money should you put into stocks? A popular asset allocation by age model invites investors to let their age guide their investments. As the theory goes, younger investors should put more of ...

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 ...

It's most important that we save consistently and aggressively for retirement. However, we also need to be at least a little smart about how we invest that money. The proportion of your money that you ...

Model portfolios continue to gain traction with financial advisors. Approximately $424 billion follows model portfolios as of June 2023, a 48% increase from $286 billion two years prior[1]. With this ...

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

Below I evaluate each of the asset class buckets. 1. Inflation Beneficiary Equities [IBEs] This asset allocation bucket is performing well and that performance, together with increases in some ...

Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.

While rationally we know that the next downturn or market crisis will probably not be the worst ever, a large percentage of investors will always remain convinced that financial doom lies just around ...