For the individual investor, analyzing a company’s financial statements often feels like a checklist: What’s the P/E ratio? How high is the debt? Are revenues growing? These are vital questions, but ...

Capital allocation is where and how CEOs use excess profits. Effective capital allocation increases a firm’s efficiency and maximizes profits for shareholders. Generating free cash flow is important ...

In an increasingly fragmented and complex global economy, the traditional approach of capital allocation—dividing assets across equities, bonds and alternatives—is no longer sufficient to meet the ...

With 2026 around, I am refining my inflation-focused asset allocation model that performed well in 2025. Check out the major ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

We briefly discuss the importance of capital allocation decisions by executive officers. We take a close look at 3M’s capital allocations over the past 10 years. We highlight those that we believe ...

Model portfolios are continuing to gain traction across the industry. With their rise in popularity, the current marketplace is flooded with options. So how can advisors sort through the wide range of ...

Ideas ignite startups, but it’s disciplined allocation that determines if they survive the journey. We celebrate product-market fit, hustle and 10-times growth mantras, but often overlook what truly ...

Built into CU Boulder’s budget allocation model is a formal review conducted every 3-5 years. This review practice ensures the model works as intended, advancing the alignment of our resources to our ...