The following is part of our 21 Days to Improve Your Financial Life special report. Like so many aspects of investing, the precisely right asset allocation--the mix of stocks and bonds that delivers ...

Take a Financial Advisor Quiz. Asset allocation is the measure of how the investments in your portfolio are divided among different asset types and classes. The idea is to spread your investments ...

How multi-asset funds used gold and debt to outperform in 2025, and why dynamic allocation will matter even more in 2026.

The following is an excerpt from Christine Benz’s recent webcast, Tune Up Your Portfolio in Uncertain Times. Watch the full webcast. Christine Benz: Moving over to talk about asset allocation. This is ...

HSBC Private Bank’s expertise in alternative investments opens doors for investors seeking diversification, long-term growth ...

According to Niharika Tripathi of Wealthy.in, gold and silver emerged as key performance drivers this year. Silver posted near triple-digit gains in India, while gold delivered strong returns, ...

Markets saw huge volatility in 2025, with analysts predicting its continuation into 2026. Dynamic asset allocation funds, also known as balanced advantage funds, offer a potential solution by ...

Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market conditions. Adaptive Asset Allocation (AAA) can be broadly categorized into ...

Adaptive Asset Allocation (AAA) offers a dynamic, rules-based portfolio strategy designed to deliver steady returns while minimizing downside risk. AAA stands out for ...

My colleague Amy Arnott recently wrote an article in which she argued investors ought to consider rebalancing their portfolios. Her reasoning was sound―stocks have run up, other asset classes haven’t ...

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 ...