James Chen, CMT is an expert trader, investment adviser, and global market strategist. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Retirement ...

Shauna Croome was one of the earliest financial content contributors when Investopedia opened in 2002. She was fundamental in growing the site to become the leader in financial literacy. Shauna held ...

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 ...

The Allspring Asset Allocation Fund outperformed its benchmark in Q1 2026 despite market volatility. Read the full analysis ...

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 ...

For decades, institutional portfolios have been built around asset class allocation. Capital is distributed across equities, fixed income, real estate and infrastructure, with the expectation that ...

Insurance giant Transamerica offers a large array of mutual funds representing asset classes such as U.S. equity, global and international equity, fixed income, alternatives, asset allocation, target ...

Imagine you’re taking cross country road trip. You and a friend will drive from New York City to Los Angeles… and see lots of sights along the way. Let’s also say that you’ll buy a new car for the ...

Defined contribution plans have become a central pillar of the US retirement system, and the asset allocation embedded in their core menus is evolving in ways that investment professionals should not ...

Why do some SIP investors struggle to create wealth despite regular investing? Experts explain 6 major asset allocation ...

SMSF Trustees Turn to Global Private Credit Fixed-Term Accounts for Monthly Income as TermPlus Targets Up To 8.50%* Per Annum ...