Heading into the last half of the year, I have turned slightly more bullish in light of expected interest rate cuts, the market pricing in the "One Big Beautiful Bill," solid earnings thus far in the ...

Most financial planners see asset allocation as one of their primary responsibilities. If you accept the conventional wisdom, asset allocation determines around 90 per cent of returns. But what are ...

「分散投資をしている筈なのに全然パフォーマンスが良くないのは何故ですか？」「 証券のラップ口座を解約しようかと思うんだけど、どう思います？」筆者が主宰するFund Garageにはそんな相談が寄せられることがある。 前回は2つの視点から ...

Custom asset allocation models are taking center stage in the model portfolio market, as providers respond to growing demand for tailored solutions across advisor channels. That's according to the ...

You can build a couch-potato portfolio in three simple ways—using index mutual funds, index ETFs, or asset-allocation ETFs. But before we dive into these further, an important note. The following ...