The following is an excerpt from Christine Benz’s recent webcast, Tune Up Your Portfolio in Uncertain Times. Watch the full webcast. Christine Benz: Moving over to talk about asset allocation. This is ...

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 ...

Asset allocation matters. This process of combining different classes within an overall portfolio can help reduce risk and increase potential returns. From quantitative models to tactical approaches, ...

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 ...

Every investor has their own needs, objectives and risk profile. Sharing portfolio management approaches can improve performance by sharing knowledge and experience. My household portfolio plan is ...

Asset allocation is a way for investors to meet their financial objectives while keeping their risk in check and ensuring they remain on the right path to reach their goals. While there are many ...

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 ...

When saving for a long-term goal such as retirement, most people invest their money in financial markets, rather than just putting it into a savings account in the bank. Why? Because in the long term, ...

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 balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.

You can expect a change in your preferences as you age. What appealed to you in your 20s will most likely not appeal to you as you approach your 60s. A brokerage account is a good place to start, but ...