A while back, risk parity was all the rage among institutional investors. And now, thanks to a raft of mutual funds floated over the past five years, retail investors are able to tap into the strategy ...

RPAR ETF has delivered almost 7% returns since November, recouping some of its 2022 losses. Revisiting the RPAR ETF's design, I believe its heavy allocation to bonds will cause it to underperform in ...

The Global Markets Strategy Fund starts with the same basic notion but has more freedom to maneuver between asset classes. Its goal is to derive about 80% of returns from tactical bets and 20% from ...

Ray Dalio’s All-Weather Portfolio may be losing its edge as bonds falter. Click here to read my full analysis.

Index funds were once a novelty, but pioneers like Vanguard 500 brought about a new standard for low costs, tax efficiency and solid performance. Target-date funds, too, were once the next big thing, ...

Before you return the phone call of that asset management wholesaler or asset allocation outsourcer, you might want to heed some advice from Tom Idzorek, chief investment officer and director of ...

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 ...

Take a Financial Advisor Quiz. Asset allocation is the measure of how the investments in your portfolio are divided among different asset types and classes. The idea is to spread your investments ...