Macro outlook remains constructive, but Middle East conflict narrowed margin for error, with slightly slower growth and ...

What Is a Target-Date Fund? A target-date fund is an investment vehicle that automatically adjusts the asset allocation mix as the investor approaches retirement. These funds are designed to provide a ...

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 ...

How investors divide portfolios across asset classes remains the single most important driver of long-term returns, even as market dynamics grow more complex. William Blair’s latest asset allocation ...

Wealth managers are eager to deploy model portfolios in their client accounts, thanks to models’ ready availability, transactional convenience, and the increasingly broad array of model offerings.

Target-date strategies continue to be the go-to retirement savings vehicle for US workers, with over $4 trillion in assets invested in these investments at the end of 2024. That’s larger than all but ...

Assets in U.S. mutual fund and collective investment trust target-date series grew 21% in 2025, reaching $4.8 trillion, Sway Research LLC revealed Tuesday. Custom target-date strategies held an ...

After a couple of remarkably resilient quarters for the global economy and markets, the Asset Allocation Committee (AAC) maintains confidence in its overall medium-term outlook for growth and risk ...

Forbes contributors publish independent expert analyses and insights. I write about incisive investing advice. Retirement becomes a hot topic for Gen X-ers as they enter their 50s. We discuss how to ...

After a historic comeback in U.S. stocks over the past month, Wall Street is again caught in volatile trading triggered by worries about a ballooning U.S. deficit. The 30-year Treasury yield hit its ...

Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration's tariff policies sent many stock market indexes into ...