Optimize your investments with a clear investment time horizon. Understand its definition, types, impact on goals, risk, ...

Explore tactical asset allocation, an active strategy that adapts to market shifts. Learn its benefits, risks and who it’s ...

Building a strong financial future often starts with smart planning and informed decisions. One of the key strategies ...

The Bucket Investor's Guide to Setting Asset Allocation for Retirement Use anticipated spending needs, probabilities of a positive return over your time horizon, to back into the right mix of cash ...

Retirees Shouldn’t Fear Longer Time Horizons. Consider a 70-year-old retiree with $1 million invested in the stock market, spending $50,000 a year, who views his time horizon as just three years ...

Your investment time horizon also plays an important role in determining your ideal asset allocation. The key concept here is that you don’t want to get stuck selling off your stocks at a loss ...

John Rekenthaler, vice president of research for Morningstar, tackles this question. It seems so straightforward: Because stocks are more volatile than bonds, and bonds more volatile than cash, an ...

Asset allocation is an important part of investing, and you should take some time to consider your risk tolerance, goals and investment time horizon before choosing your investments.

With the client’s specific time horizon, risk tolerance and Target Return set, with a click of a button, the Nebo Wealth platform enables you to build the perfect-fit portfolio for each client ...

6 Retirement Asset-Allocation Pitfalls to Avoid Make ... portfolio and you run the risk of incurring a bigger loss than you could reasonably recoup over your in-retirement time horizon. ...