It's more about winning by not losing in Bear markets than winning in Bull markets. The approach tends to generate higher returns and lower maximum drawdowns than Buy-and-Hold when a Bear is in the ...

“There’s no such thing as a perfect investment strategy,” says Roy Gray, a financial planner with Dallas-based Munn & Morris Financial Advisors, “and asset allocation is no different.” What is working ...

When resources are limited and demand exceeds supply, allocation becomes a problem. How that problem is solved depends largely on the nature of the resources themselves. When the resources are ...

The United States District Court for the Central District of Illinois has held that an insurance policy requires allocation of defense costs based on the parties’ relative legal exposure if it clearly ...

Forbes contributors publish independent expert analyses and insights. I write about investing, markets and Berkshire Hathaway. This article is more than 2 years old. Small-cap stocks tend to ...

Valuation techniques for analyzing exchange traded funds are much like evaluating single stocks. A valuation focused view can help an investor make decisions and discern expected returns to help with ...

Manager changes do not impact our view of this target-date series. Our research team assigns Neutral ratings to strategies they’re not confident will outperform a relevant index, or most peers, over a ...