Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. One of the most common questions in investing is regarding the right asset ...

Learn about Asset Value Per Share, its role in fund valuations, and its impact on investment decisions. Gain insights to compare stock prices against intrinsic values.

Asset allocation, not the fund itself, is the critical factor in investment success. A mediocre fund within the right asset ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. The hardest part of investing for retirement is budgeting ample ...

Overview: Asset allocation matters more than choosing individual stocks over time.Balanced portfolios help handle market ups ...

Traditional equity research holds that most of a portfolio's asset allocation explain its returns: Namely, how much is in specific investment styles – small-capitalization stocks, large-cap stocks, ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

When planning for retirement, most investors concentrate on what to invest in—stocks, bonds, cash, and other assets. But an equally important, and often overlooked, decision is asset location—which ...

Asset allocation has been a highly discussed topic since 1952, when Harry Markowitz came up with the Modern Portfolio Theory, ...

When saving for a long-term goal such as retirement, most people invest their money in financial markets, rather than just putting it into a savings account in the bank. Why? Because in the long term, ...

For investors reviewing or starting their portfolios now, Roongta advised focusing on discipline rather than trends. “Ask ...