Millions of people get their financial advice from non-economists, personal finance authors such as Robert Kiyosaki, author of the bestselling book, “Rich Dad Poor Dad“, which has sold 32 million copi...
Tag: asset allocation
Don’t Let Them Fool You—Here’s Why Bond Funds Are Not Bonds
getty You may have noticed a series of articles appearing throughout the year lamenting the demise of the classic 60/40 asset allocation strategy. This investment philosophy calls for portfolios to be...
I Changed My Investment Strategy This Year and Prepared for How It Went
Barron’s Staff Illustration Text size In recent weeks, I’ve gone from passive investor to a sort of living room corporate treasurer, scrounging for ways to boost the yields of my portfolio by a few ba...
Why is portfolio balancing important? Because it’s not different this time.
Asset allocation is about dividing your portfolio among various investment asset classes like stocks, bonds and cash, and sub-asset classes like small, large and midcap stocks. Bonds and international...
BlackRock Sees Opportunities in Energy and Healthcare Stocks in 2023
Navigating markets in 2023 demands a new investment playbook, one that favors the healthcare and energy sectors along with short-term government bonds and investment-grade credit, according to BlackRo...
How Should You Have Invested In 2022?
What should you have had in your portfolio in 2022? (Photo by Drew Angerer/Getty Images) Getty Images 2022 is drawing to a close, and it’s been a tough for investors. Most asset classes, sectors and c...
Your 401(k) has had a wild year — how to know when it’s time to rebalance
After a roller coaster of a year, retirement accounts may need a little fine tuning and consultation. Retirement Tip of the Week: If you haven’t checked the allocation of your investments recently, d...
Bitcoin And Ethereum Were Potential Inflation Hedges, What Went Wrong?
Bitcoin, Ethereum and other cryptocurrencies, have been described as offering a store of value, but … [+] that hasn’t happened yet in 2022 (Photo illustration by Jakub Porzycki/NurPhoto vi...
Why Standard Deviation Is the Wrong Way to Measure Risk in a Bear Market
Illustration by Alex Nabaum Text size About the author: Rick Lear is the founder and chief investment officer at Lear Investment Management. The idea of adding to or maintaining fixed-income exposure ...
How to Invest During a Bear Market: 6 Tips
If you’re new to the stock market, you’ve probably had a rude awakening: The value of your investments has declined in the past few months. While that may be worrisome, don’t panic. A bear market—defi...
The Bear Market Has Brought ‘Fear and Uncertainty’ for Gen Z. How They’re Coping.
Ella Gupta made her first investment when she was 10. With the help of her parents, she took half the profits of her bracelet-making business and invested in the stock market. At 14, she opened a Roth...
The 60/40 Portfolio Is On Track For A Horrendous Year, Here’s Why The Strategy’s Not Dead
TOPSHOT – Traders work on the floor at the opening bell of the Dow Industrial Average at the New … [+] York Stock Exchange on March 18, 2020 in New York. – Wall Street stocks resumed...
Reasons To Include International Investments In Your Portfolio
Particularly in today’s challenging market environment, investors should think twice before giving … [+] ex-U.S. assets the cold shoulder. getty The United States currently represents 60% of the...
How Income-Hungry Retirees Can Score Safe Yield for First Time in Years
Junk bond yields might seem attractive, but investors should be careful with them as the possibility of a recession looms. Barron’s Staff Illustration; Dreamstime (1) Text size Investors have go...
The 60/40 Stock and Bond Strategy’s Time Has Come Again
Text size Dreamstime It may be time for investors to return to one of the oldest of portfolio management tools to cope with the new bear market. That would be the traditional combination of 60% stocks...
This idiot-proof portfolio has beaten traditional stocks and bonds over 50 years
Do you have the right portfolio for your retirement savings? When it comes to long-term investing, the biggest issue — by far — is overall asset allocation: How much to stocks, sectors, assets and so ...
Consider These Signs When Deciding Whether to Wade Into the Market
Text size Some strategists see more pain ahead for global stocks even as they plan for better days. Dreamstime The hesitancy to buy this dip in global stocks is real. Whether it’s concern that the Fed...
Why a Yield Curve Inversion Might Actually Be Good News for Investors
Text size Dreamstime About the author: Ashwin Alankar is the head of Global Asset Allocation at Janus Henderson Investors. The recent trend by the market to frame new developments in a negative light ...
Inflation Is Here to Stay. How to Adjust Your Portfolio.
Inflation is rampant and ubiquitous today, from the gas pump to the grocery store. The U.S. consumer price index has quadrupled in the past year, from a 1.7% annual rate in February 2021 to 7.9% this ...
Here Are 3 Ways to Get Better Yields Than Bonds, With Some Measure of Safety
Despite the recent surge in bond yields, some alternative investments provide much better yields with varying degrees of safety. They include Treasury savings bonds, multi-year guaranteed annuities fr...
On The Hunt For New Asset Classes
The race to discover new asset classes is on! Matthias Meyer on Unsplash The primary objective of family offices is wealth preservation and growth to ensure long-term recurring revenue for generations...
10 simple investments that can turn your portfolio into an income dynamo
Many people are good at saving up money for retirement. They manage expenses and build up their nest eggs steadily. But when it comes time to begin drawing income from an investment portfolio, they mi...