Rebalancing clients' asset allocation makes sense in the long term, but it might take some convincing in the short term.

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

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

A study by Wilshire Indexes found that while higher allocations brought greater risk-adjusted returns, they also ...

Multi-Asset Management evolved in the 1960s, at the point when investors began to see the advantages of diversification.

Pension plans and Social Security checks are iffier than ever. Here's what to know about planning for the future.

Amy Arnott of Morningstar Recency bias is the tendency to place too much weight on the latest performance trends while giving ...

LIC Mutual Fund has introduced the Multi Asset Allocation Fund, an open-ended scheme focusing on equities, debt, and gold for ...

Multi-asset allocation funds, which gained traction following the shift in debt fund taxation in April 2023, continued their ...

LIC Mutual Fund on Friday launched its Multi Asset Allocation Fund, an open-ended scheme that invests in equity, debt, and ...