In this context, a lumpsum calculator may help you visualise potential investment values across time horizons, while keeping in mind that market-linked outcomes remain uncertain. Conclusion A lumpsum ...

Asset allocation spreads your dollars across stocks, bonds and cash based on your goals, age and risk tolerance. Many, or all, of the products featured on this page are from our advertising partners ...

Asset allocation is important. Just how important is not so easy to determine. Still, asset allocation is important. First, volatility is important to the average investor. Most people have a hard ...

What is asset allocation? Remember the pie chart you receive in the statements of your retirement account showing you how much of your money is invested in stocks and bonds versus cash? That is an ...

The following is part of our 21 Days to Improve Your Financial Life special report. Like so many aspects of investing, the precisely right asset allocation--the mix of stocks and bonds that delivers ...

If you recently retired or are planning to, you likely have questions about how to position your investments going forward. Conventional wisdom suggests investors should change their asset allocation ...

Further examination of the inputs into the asset allocation process presented in "Investor's Alpha: Proper Asset Allocation". Asset Allocation is a continuous, dynamic process and not just a haphazard ...

Robo-advisers are all the rage. A robo-adviser is software – usually a website or an app on a mobile device – that provides financial advice or performs portfolio management online with minimal human ...

Diversification is critical to a strong portfolio over the long term. Every now and again, someone might get lucky and pull an “everything into Apple in 2005,” but single-security or single-asset ...