So when I'm thinking about top-down asset allocation, right now, we're tilting overweight to stocks. We're neutral on ...

Learn about the recent changes in stock, bond, and cash allocations, and how they can impact your financial portfolio. Click here to read my most recent report.

Traditional investments like FDs and RDs offer stable returns but often fail to keep up with inflation, eroding real wealth.

Jot down what your spending looks like in a typical month, including costs for housing, food, medical care, insurance, ...

Asset allocation is essential for successful investing in mutual funds, involving the distribution of investments across ...

Hitting the right asset allocation (stocks versus bonds) can be a tough balance to achieve if you don’t fully understand your ...

I recently chatted with a retired couple who were looking for a second opinion about their portfolio's asset allocation. The key question: Is 65% in stocks too high for someone in their situation?

Kennedys Law notes that the BMA is also assessing the appropriateness of asset under management (AUM) fee structures in asset ...

LIC Mutual Fund has launched the LIC MF Multi Asset Allocation Fund, an open-ended scheme investing in equity, debt, and gold ...

On Jan. 28, 2025, Franklin Templeton announced that veteran managers Robert Schoen and James Fetch, managers on the Putnam Dynamic Asset Allocation Series of target-risk mutual funds since 2002 ...