This underscores the importance of asset allocation. Given its importance, investors must find the mix that best aligns with their risk tolerance, investing time horizon, and personal financial goals.

Risk capacity and risk tolerance are interrelated elements in the asset allocation process. Risk capacity is the amount of risk an investor can withstand while remaining financially stable.

When your portfolio stretches into the millions, the stakes get higher, the options broader, and the strategies more complex. For high-net-worth investors (HNWIs), diversification isn’t just a ...

Discover the best asset allocation models to maximize your investment portfolio's returns while working within your risk appetite. At first glance, many investors assume that the basic asset ...

Your 401(k) rate of return is a key indicator of how well your retirement savings are growing. Learn why it matters more than ...

Based on your current asset allocation, you’re still on track, even with the market’s current gyrations. Done right, a risk tolerance quiz gives you a stable perspective on your client’s ...

Asset allocation plays a key role in balancing risk and return as retirement approaches. Assessing your personal risk tolerance helps tailor investment strategies. Diversification and rebalancing ...

The word “recession” has a way of making people uneasy — especially retirees or those nearing retirement. Economic slowdowns ...