With 2026 around, I am refining my inflation-focused asset allocation model that performed well in 2025. Check out the major updates in the portfolio here.

Heading into the last half of the year, I have turned slightly more bullish in light of expected interest rate cuts, the market pricing in the "One Big Beautiful Bill," solid earnings thus far in the ...

ChatGPT builds a $1,000 stock portfolio for 2026, highlighting Microsoft, Nvidia, energy and defence stocks positioned for AI growth and market uncertainty.

Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration’s tariff policies sent many stock market indexes into ...

BlackRock is steering $185 billion worth of model portfolios deeper into US stocks and artificial intelligence. The decision came this week as the asset manager adjusted its entire model suite, ...

Portfolio allocation software has become a key tool for RIAs and advisors aiming to deliver smarter, more tailored investment strategies. As client expectations and regulatory demands grow, having the ...

BlackRock Inc. is boosting its exposure to US equities across its $185 billion model-portfolio platform at a time when investors are questioning the staying power of this year’s artificial ...

Wealthtech platform Orion has introduced Tailored Allocation Portfolios, which combine the company’s direct indexing services with third-party model portfolios. The models, featuring ETFs and mutual ...

Baby Boomers (ages 61 to 79 in 2025) held the largest balances, averaging about $599,000, while the Gen X investors (whose oldest members started reaching 60 this year) averaged about $379,000. These ...