An investor may also want to review historical returns for different asset classes to determine the volatility of the various financial instruments. One factor that affects risk tolerance includes ...

Risk tolerance, investing time horizon and financial goals are the three big factors that shape how you invest. They are the variables in the Rubik’s cube that is your own personal investment plan.

You should always be able to ask as many questions as you’d like when working with your financial advisor. So, before you ...

Over time, your asset allocation will drift as some investments shifts due to market movement. Rebalancing your portfolio ...

Risk tolerance describes your comfort level with financial risk, while risk capacity defines your fiscal ability to take these risks. It is crucial that you define both of these factors for ...

Risk exposure is the amount of risk your portfolio is actually exposed to based on the investments you hold. Risk capacity is ...

As retirement nears, reallocating a 401(k) becomes critical to balance growth, income, and risk, ensuring savings last ...

Asset allocation is the foundation of a well-balanced retirement portfolio. It refers to how your investments are divided among asset classes—typically stocks, bonds, and cash equivalents. A typical ...

ETFs that track dividend growth can deliver solid capital appreciation with reduced volatility for investors wary of the S&P ...

For decades, investors have heard it’s smart to construct a 60/40 stock-bond portfolio. Investors and their financial ...