Adaptive Asset Allocation (AAA) offers a dynamic, rules-based portfolio strategy designed to deliver steady returns while minimizing downside risk. AAA stands out for ...

The Adaptive Asset Allocation (AAA) portfolio combines two different tactical approaches (momentum and minimum variance) into one algorithm. The intention of this portfolio recipe is to optimize ...

In this excerpt from the new book ‘How to Retire,’ Christine Benz discusses in-retirement asset allocation with author and financial historian William Bernstein. Constructing a portfolio that can ...

Investors should combine low-correlated asset classes, such as equity and debt, to balance growth and stability and build portfolios that can perform consistently across market cycles Every journey ...

Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...

After saving money into pretax retirement accounts, you will eventually face mandatory withdrawals, known as required minimum distributions, or RMDs. While many worry about the tax hit, RMDs could ...

Investing in stocks is one of the greatest ways to build long-term wealth available to ordinary Americans. Despite the long-term benefits, stock investing carries several risks that make it a bad idea ...

What are multi-asset allocation funds? Multi-asset allocation funds are hybrid mutual funds that invest in at least three different asset classes, with a minimum allocation of 10% in each asset class.

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 ...

Thinking about retirement planning when you’re young is key to financial security in your golden years. Small contributions when you’re younger make a difference in your retirement strategy. The ...

Asset allocation is key to generating wealth, and 2025 is a prime example to stress this point. Amid the clear outperformance by precious metals, any investor with just an equity-leaning portfolio has ...