In my 401(k) retirement plan, I’m 82% stocks. I’m 65 and still working. Should I be moving my stocks to bonds? -Bob While it’s not a satisfying answer, the real answer is that “it depends.” The ...

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, ...

Australia’s largest pension fund is planning to reduce its allocation to global equities next year, amid signs that the artificial intelligence boom in the US stock market could be running out of ...

According to Rakesh Jhunjhunwala, nearly 60% of an investor’s long-term returns come from getting asset allocation right, ...

Stock and stock fund allocations increased 1.0 percentage points to 68.3%. Bond and bond fund allocations increased 0.1 percentage points to 16.3%. Cash allocations decreased 1.1 percentage points to ...

Financial advisors may be unduly influenced by fees when recommending higher stock allocations to retirement-age clients. Still, their recommendations ultimately reflect a more optimal investment ...

The fund outperformed its benchmark, the Index Asset Allocation Blended Index, during the third quarter. The fund's tactical asset allocation (TAA) trades added to performance over the period. The ...