The Blended Index is comprised of 50% S&P 500 Index, 10% EAFE Index and 40% Bloomberg US Aggregate Bond Index. The S&P 500 Index is an unmanaged index of large capitalization common stocks. The MSCI ...

The investment seeks total return which exceeds that of a blend of 60% MSCI All Country World Index/40% Bloomberg Global Aggregate (USD Hedged) Index. The fund seeks to achieve its investment ...

What Is Strategic Asset Allocation? Strategic asset allocation refers to the long-term investment strategy that involves allocating a portfolio's assets among different asset classes to achieve an ...

Fidelity Freedom Funds are designed so that the target date referenced in the Fund name is the approximate year when investors expect to retire. The shift toward global monetary easing gained steam in ...

The investment seeks total return greater than that of GMO Global Asset Allocation Index, an internally maintained index computed by GMO, consisting of 65% MSCI ACWI and 35% Bloomberg U.S. Aggregate ...

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 ...

Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.

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, ...

Subscribe to The St. Louis American‘s free weekly newsletter for critical stories, community voices, and insights that matter. Sign up Lewis Carroll, the author of Alice’s Adventures in Wonderland, ...