Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts.

By allocating investment across assets with varying risk and returns, the effect of market volatility is reduced over long ...

If equity, debt, and gold all underperform together during severe market stress, diversification benefits for multi -asset ...

Individual investors’ allocations to stocks decreased while bond allocations increased and cash allocations were unchanged in ...

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 ...

Investors should combine low-correlated asset classes, such as equity and debt, to balance growth and stability ...

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 ...

Today’s investors are faced with a multitude of investment options, compounded by a host of questions that in many ways involve highly personalized decisions. For example, how much of your investment ...

What mix of fixed income and equity funds should companies offer in their 401(k) savings plans to prevent participants from investing too conservatively or too aggressively? And how should plans deal ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. The hardest part of investing for retirement is budgeting ample ...

Previous market cycles saw Bitcoin oscillate between record highs and steep crashes, movements fueled primarily by individual ...

You can expect a change in your preferences as you age. What appealed to you in your 20s will most likely not appeal to you as you approach your 60s. A brokerage account is a good place to start, but ...