Investing with a static portfolio allocation allows investors to "Set and Forget." "Set and Forget" portfolio options include all-in-one mutual funds and also ETF portfolios with a fixed asset ...

A combination of one "offense" ETF, one "defense" ETF, and a method to tactically allocate among them could help simplify ...

Many strategies and approaches are available to investors, even now. Amidst this sea of advice, a straightforward rule of thumb stands out for its simplicity and effectiveness. This rule, often ...

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

A thoughtful allocation strategy requires adjusting the equal-weight baseline based on four key considerations.

Investors should combine low-correlated asset classes, such as equity and debt, to balance growth and stability ...

Angelica Leicht is the senior editor for the Managing Your Money section for CBSNews.com, where she writes and edits articles on a range of personal finance topics. Angelica previously held editing ...

AAII’s PRISM Wealth-Building Process provides a framework for thinking through what simplification looks like for you.

Your approach to investing should evolve as you do. The right asset allocation by age helps balance growth, stability and income — whether you’re in your 20s or already retired. In simple terms, ...

For a long time, the 60/40 portfolio was the cornerstone of financial planning for advisors. This simple strategy, allocating 60% to stocks and 40% to bonds, offered a balance between growth potential ...

Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s asset allocation ...