Your asset allocation may be the most important decision you make as an investor. In fact, studies have found that asset allocation determines over 90% of the variations in portfolio returns. In other ...

A thoughtful allocation strategy requires adjusting the equal-weight baseline based on four key considerations.

A version of this article was published in the February 2019 issue of Morningstar ETFInvestor. Download a complimentary copy of Morningstar ETFInvestor by visiting the website. Momentum is one of the ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate ...

Investors should combine low-correlated asset classes, such as equity and debt, to balance growth and stability ...

The OCIO Solutions team at State Street Global Advisors (SSGA) manages over $150 billion in discretionary assets for their clients, making them one of the largest outsourced investment providers ...

Tactical Asset Allocation had a tough year in 2018. Two things worked against tactical strategies: Major trend changes, and the fact that those changes were very rapid. At the beginning of the year, ...

A lot of portfolio advice I see is sound but would result in portfolios that are too complicated for most people to implement and maintain over the long haul. If you want a portfolio based on sound ...

While I am a big fan of a generous and growing dividend, we may also need to sell shares to untap some of the value trapped in the share prices. Many readers have suggested that it takes a level of ...