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 ...

Subscribe to The St. Louis American‘s free weekly newsletter for critical stories, community voices, and insights that matter. Sign up Lewis Carroll, the author of Alice’s Adventures in Wonderland, ...

Learn how blend funds differ from balanced funds regarding asset mix and investment strategy. Gain insights into choosing the ...

Forbes contributors publish independent expert analyses and insights. I write about incisive investing advice. Retirement becomes a hot topic for Gen X-ers as they enter their 50s. We discuss how to ...

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 ...

Fixed income is for stability. In 2025, interest rates on fixed deposits fell, while yields on government bonds increased.

Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts.

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 ...

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 ...

With gold and silver prices soaring, experts recommend multi-asset allocation funds. These funds offer diversification across ...

By allocating investment across assets with varying risk and returns, the effect of market volatility is reduced over long ...