The traditional 60/40 portfolio strategy has faced challenges due to rate hikes and low expected returns. AQR Capital Management believes that the 60/40 approach can still provide reasonable returns ...

A foundation of portfolio construction has wobbled in recent years, but a top strategist at BlackRock urges investors not to ...

All investments involve some degree of risk–the possibility of incurring a financial loss. As investment risk rises, typically so do returns because investors seek greater returns to compensate for ...

Listen and subscribe to Decoding Retirement on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. How ...

Making a million dollars through your investment portfolio sounds like a dream too good to come true, but with the right strategy you could turn this dream into reality. To do so, however, you might ...

A 60/40 investment portfolio is usually comprised of 60% stocks and 40% bonds. A 60/40 retirement portfolio split should only be deployed after a thorough assessment of the retiree's unique financial ...

Growth Strategy Portfolio seeks long-term capital appreciation and, secondarily, current income. Read more here.

Portfolio management is the process of selecting and overseeing investments that match a client's long‑term goals and risk tolerance. As an advisor, your daily tasks often include designing and ...

The recent bout of market turmoil has many investors on edge. Following President Donald Trump’s tariff announcements in early April, the equity market suffered two of its biggest one-day losses since ...

Bonds can provide income and offer stability to a portfolio, qualities that make them especially valuable to retirees and others prioritizing cash flow over growth. But investors will often need more ...

According to the Carson Group, investors are leveraging equity factors like momentum and low volatility and adopting active fixed-income strategies. Savvy investors are turning to strategies such as ...