For many high-net-worth families, financial stress doesn't come from a lack of wealth — it comes from not being able to access it when needed. Executives with concentrated stock positions, business ...

If you worked in finance during the late 1990s, you likely encountered Rich Dad Poor Dad by Robert Kiyosaki. The book on investment advice was published in April of 1997 and appeared on the New York ...

In 2000, two retirees each started with $1 million. One invested 80% in U.S. stocks, the other split assets into a balanced 60/40 mix. Twenty-three years later, the stock-heavy investor would have ...

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 ...

Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...

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 ...

Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market conditions. Adaptive Asset Allocation (AAA) can be broadly categorized into ...

Pension fund derisking has typically manifested itself in the gradual replacement of equities with fixed income investments. Such an investment strategy seeks to rotate from a growth portfolio ...