I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation?

What Is Strategic Asset Allocation? Strategic asset allocation refers to the long-term investment strategy that involves allocating a portfolio's assets among different asset classes to achieve an ...

Asset allocation is the process of determining how much a portfolio invests in stocks, bonds and cash. Each asset class has a different return and risk profile, so determining the appropriate ...

Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market conditions. Adaptive Asset Allocation (AAA) can be broadly categorized into ...

NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Research Affiliates, LLC, an investment advisor and global leader in smart beta and enhanced indexing, quantitative active equity, and multi-asset products, ...

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

Take a Financial Advisor Quiz. Asset allocation is the measure of how the investments in your portfolio are divided among different asset types and classes. The idea is to spread your investments ...