Asset allocation spreads dollars across stocks, bonds, cash and other assets based on goals, age and risk tolerance. Many, or all, of the products featured on this page are from our advertising ...

Many people focus on asset allocation with their investments but forget asset location. While they might sound similar, they serve distinct purposes for a well-rounded investment and tax planning ...

What Are Multi-Asset Funds? How Do You Benchmark Multi-Asset Funds? Benchmarking Multi-Asset Funds Through the Morningstar Target Allocation Index Family After the global financial crisis of 2008, ...

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 ...