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 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 ...

Warren Buffett's 90/10 investment strategy for average investors is simple to implement but requires discipline and patience ...

It might be surprising to young investors that there are really only two things that truly matter in investing: how much ...

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 ...

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 ...

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 ...

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, ...

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 ...

MANISHA THAKOR: As a wealth manager, I’d suggest the biggest investment lesson from 2014 is: Asset allocation matters. Raffle tickets often have the disclaimer: “You Must Be Present To Win.” Market ...