Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. One of the most common questions in investing is regarding the right asset ...

Overview: Asset allocation matters more than choosing individual stocks over time.Balanced portfolios help handle market ups ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. The hardest part of investing for retirement is budgeting ample ...

Asset allocation, not the fund itself, is the critical factor in investment success. A mediocre fund within the right asset ...

Traditional equity research holds that most of a portfolio's asset allocation explain its returns: Namely, how much is in specific investment styles – small-capitalization stocks, large-cap stocks, ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

How multi-asset funds used gold and debt to outperform in 2025, and why dynamic allocation will matter even more in 2026.

My colleague Amy Arnott recently wrote an article in which she argued investors ought to consider rebalancing their portfolios. Her reasoning was sound―stocks have run up, other asset classes haven’t ...

In the aftermath of the credit crisis, diversification has come under the microscope. Portfolios that were traditionally considered diversified could not withstand the global reach of the crisis and ...

Due to endowments and foundations aggressive return objectives, they often are significantly exposed to equity market volatility. Endowments and foundations (E&Fs) may wish to mitigate portfolio ...

The past few years should have been a great time for tactical-allocation funds to prove their worth. These funds aim to vary their asset exposure to take advantage of shorter-term changes in market ...

An analysis of one-year performance of active funds launched in 2024 revealed that the top performing funds came from ...