It's possible cash could turn out to be the best-performing asset class in 2022, which means some challenging conversations and asset allocation strategies for financial advisers and their clients.

A new study reveals that 86% of high-risk retirees fail to diversify their portfolios properly. Here’s how to fix this issue and protect your retirement.

Cash holdings among individual investors are at their lowest level since last summer. Equity allocations were last higher in December 2015. There has been a gradual trend of rising fixed-income ...

Individual investors' allocation to equities decreased slightly in September, reaching its lowest level since May 2023. Bond and bond fund allocations decreased 0.1 percentage points to 15.6%. Cash ...

There are many different approaches and strategies for retirement investing that might appeal to you. But how do you tell if a certain strategy works for your situation? When evaluating different ...

Cash cushions portfolios against volatility and unexpected financial needs. One drawback is that excess cash risks falling behind inflation over the long term. Rebalancing preserves your asset ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate ...

Many people focus on asset allocation with their investments but forget asset location. While they might sound similar, they serve distinct purposes for a well-rounded investment and tax planning ...

There are so many schools of investment management that it can be tough for people to decide among them. For instance, there’s the one camp that advises a simple approach — strategic asset allocation.

WASHINGTON - OCTOBER 14: The words "In God We Trust" are seen on U.S. currency October 14, 2004 in Washington, DC. Although the U.S. constitution prohibits an official state religion, references to ...

Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s asset allocation ...