If investments have varying returns over time, a portfolio may bear little resemblance to its original allocation.

Liz Manning has researched, written, and edited trading, investing, and personal finance content for years, following her time working in institutional sales, commercial banking, retail investing, ...

Family Offices need to be strategic about asset allocation, because the right diversified approach can help mitigate losses in stressed markets. Investment managers and regulators are relying ...

Some investors do not like to own individual stocks for many reasons. Instead, they like to invest in ETFs or Mutual Funds. For such investors, we discuss and construct two model portfolios based on ...

Not everyone wants to or has the time or interest to be an active investor. Here's a portfolio for passive investors. We construct a portfolio solely based on funds, 75% ETFs and 25% CEFs. The ...