Asset allocation is the mix of stocks, bonds and other assets in a portfolio. Determining the “right” asset allocation depends on personal circumstances such as age, tolerance for risk, and how much ...

A new way to allocate assets in your portfolio takes another look at factors like age, income and risk tolerance—whether you ...

Q: My financial adviser was discussing my “risk tolerance” at our recent meeting. What was she talking about? A: Risk tolerance is a factor that many investment advisors and financial planners try to ...

Learn about multi-asset class investments, which use diversification across different asset types to manage risk and ...

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 ...

Discover the investment pyramid strategy, which layers speculative risks atop conservative assets, offering a balanced portfolio approach for varied risk tolerance.

Investors often think about which companies are doing well, what sector is hot, and where the market may be headed in the next few months. But more important than any of those is the question of ...

Wealth managers often rely on risk scores to determine clients' asset allocations — a system that some researchers say is broken. Of all the numbers involved in financial planning, only one has the ...

For too long, the industry has been outsourcing asset allocation decisions to the risk score. This approach often results in portfolios that are disconnected from actual client goals and are ...