My colleague Amy Arnott recently wrote an article in which she argued investors ought to consider rebalancing their portfolios. Her reasoning was sound―stocks have run up, other asset classes haven’t ...

What Is a Target-Date Fund? A target-date fund is an investment vehicle that automatically adjusts the asset allocation mix as the investor approaches retirement. These funds are designed to provide a ...

Target-date strategies continue to be the go-to retirement savings vehicle for US workers, with over $4 trillion in assets invested in these investments at the end of 2024. That’s larger than all but ...

How investors divide portfolios across asset classes remains the single most important driver of long-term returns, even as market dynamics grow more complex. William Blair’s latest asset allocation ...

After a historic comeback in U.S. stocks over the past month, Wall Street is again caught in volatile trading triggered by worries about a ballooning U.S. deficit. The 30-year Treasury yield hit its ...

Assets in U.S. mutual fund and collective investment trust target-date series grew 21% in 2025, reaching $4.8 trillion, Sway Research LLC revealed Tuesday. Custom target-date strategies held an ...

Wealth managers are eager to deploy model portfolios in their client accounts, thanks to models’ ready availability, transactional convenience, and the increasingly broad array of model offerings.

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 ...

The macro outlook remains constructive, but the Middle East conflict has narrowed the margin for error—with slightly slower growth and higher inflation raising the premium on intentional, precise risk ...

BlackRock has added the iShares Bitcoin Trust (IBIT), the fund issued by the asset manager that holds bitcoin BTC $76,927.61, to one of its model portfolios. These models suggest portfolios and ...

Whether you’re just starting out, saving for retirement, or looking to preserve your wealth, understanding how to allocate your assets wisely is essential. When it comes to building long-term wealth, ...