James Chen, CMT is an expert trader, investment adviser, and global market strategist. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Retirement ...

Shauna Croome was one of the earliest financial content contributors when Investopedia opened in 2002. She was fundamental in growing the site to become the leader in financial literacy. Shauna held ...

Asset allocation is important for you to explain clearly as an advisor, so your clients fully understand their overall investment strategy. However, taking the somewhat broad topic of asset allocation ...

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 ...

Financial advisors' basic asset location services are "one of the most powerful, yet often underutilized" strategies in portfolio management, a new Morningstar study found. Processing Content And the ...

Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration's tariff policies sent many stock market indexes into ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

Meredith Moore is the Founder & CEO of Artisan Financial Strategies LLC. She is fascinated by the interplay between gender, money and power. Most financial plans focus heavily on growth but overlook ...

Retirement Planning Trends explores how major financial firms support retirement services, wealth management, brokerage ...