Whether you're a young professional or nearing retirement, you should be investing with both eyes on the future. If you're not already strategically investing to meet your financial goals, there's no ...

Pre-retirees and retirees may be understandably concerned about their exposure to stock market risk, particularly in these uncertain times. Let’s take a look at how a hypothetical 65-year-old couple ...

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 ...

Thinking about retirement planning when you’re young is key to financial security in your golden years. Small contributions ...

The Adaptive Asset Allocation (AAA) portfolio combines two different tactical approaches (momentum and minimum variance) into one algorithm. The intention of this portfolio recipe is to optimize ...

What does your portfolio asset allocation look like? Have you intentionally invested based on asset allocation? If not, it’s understandable. Most people don’t consider how they’ll allocate their ...

Is your stock-bond mix driven primarily by your age? If so, it may be worth reconsidering. Most investors are taught that age determines asset mix. Formulas such as "100 minus your age" (or the newer ...

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. They were fortunate enough to amass a sizable portfolio through diligent saving ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

Imagine you’re taking cross country road trip. You and a friend will drive from New York City to Los Angeles… and see lots of sights along the way. Let’s also say that you’ll buy a new car for the ...