In taxable accounts, selling investments to rebalance can trigger capital gains taxes. Expat investors need to weigh the benefits of rebalancing against these potential costs. Techniques like tax-loss ...

You open your 401(k) statement and there it sits: a fund with a year somewhere in the title. Maybe it's 2050 or 2040. Simple enough, right? Pick the year closest to when you plan to retire and let the ...

Learn about multi-asset class investments, which use diversification across different asset types to manage risk and stabilize returns, offering broad investment flexibility.

The Ohio School Employees Retirement System, based in Columbus, has launched an asset-liability study that could include revisiting hedge funds, according to a meeting highlights email.

Target-date funds (TDFs) are perhaps the biggest "cheat code" in the investment world. It's a living, breathing portfolio in a single product, providing access to multiple variations of stocks and ...

If you’ve chosen a target asset allocation—the mix of stocks, bonds, and cash in your portfolio— you’re probably ahead of many investors. But unless you’re investing in a set-and-forget investment ...

Assets in U.S. mutual fund and collective investment trust target-date series grew 21% in 2025, reaching $4.8 trillion, Sway ...

The investment seeks to achieve long-term growth and income. The adviser seek to achieve the fund's investment objective by strategically investing in, and tactically adjusting allocations to, ...

Private assets are gaining traction in many portfolios, as investors seek new frontiers given a more challenging market ...