Latest Articles
Asset Allocation (2)14 Articles
Wed, Jan 11, 2023
Should You Have Bonds in Your Investment Portfolio?
If almost 90% of investment returns come from asset allocation, then the decision on what asset classes to hold in a portfolio could be critical. Many rules of thumb may prescribe an allocation to bonds, but does that recommendation make sense for all investors? It depends.
Thu, Jul 21, 2022
Where the Rubber Meets the Road: Investment Portfolio Management
Everyone’s financial goals differ. Even if you know where you are—and where you'd like to be—getting from point A to point B can be daunting. An investment manager can help.
Wed, Jun 1, 2022
Did You Know Some Active Portfolios Aren’t Truly Active?
How does active management stack up against passive funds? You might be surprised by the answer and rethink how you invest.
Wed, Mar 30, 2022
Market Declines Are Expected, and Planned For
Watching the market fall is tough—but market drawdowns, even severe ones that may last for a while, should be expected and factored into your wealth strategy.
Wed, Jan 12, 2022
Asset Allocation Models and the "Foolish" Approach
There’s no fool-proof way to protect invested assets fully, but there are ways to better insulate against market drawdowns. Employing the “right” asset allocation is one of the most powerful.
Wed, Jan 5, 2022
2 Layers of a Sustainable Retirement Investment Strategy
What does retirement look like to you? Unfortunately, many individuals don’t dream big until they feel financially secure. This two-layer retirement investment strategy can set you on the path to reaching your dreams.
Special Report
6 Sources of Retirement Income
Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.