Asset allocation software applications can help smooth the task of figuring what mix of investments will meet your clients' stated goals. Keep in mind that there are no real standards when it comes to ...

THE APPROPRIATE APP Software is a big help not only in creating a financial plan for a client, but in doing the research and analysis. We tested a half-dozen financial-planning tools that perform ...

Robo-advisers are all the rage. A robo-adviser is software – usually a website or an app on a mobile device – that provides financial advice or performs portfolio management online with minimal human ...

For some financial advisors, identifying a client's risk tolerance can be a highly subjective and often inaccurate process. Even more confusing is the linkage between a derived risk tolerance level ...

A version of this article previously appeared on Jan. 25, 2021. Like so many aspects of investing, the precisely right asset allocation--the mix of stocks and bonds that delivers the highest possible ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Erika Rasure is globally-recognized as a leading consumer economics subject matter expert, researcher, and ...

When your desired asset allocation gets out of whack, here's what to do about it Cierra Murry is an expert in banking, credit cards, investing, loans, mortgages, and real estate. She is a banking ...

Asset allocation is the strategy of allocating your investment portfolio among asset classes with various risk and return characteristics. The main purpose of asset allocation is to diversify your ...

Tactical asset allocation funds typically shift between asset classes in an attempt to benefit from shorter-term changes in market trends. The appeal behind these strategies is obvious: Every once in ...

Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market conditions. Adaptive Asset Allocation (AAA) can be broadly categorized into ...