With trade uncertainty fueling market volatility, what does it mean for asset allocation? Christian Medeiros, VP, Director and Portfolio Manager, TD Asset Management, discusses.

For example, if you plan on withdrawing $40,000 ... Some people, when taking an academic approach to asset allocation, factor in the present value of a pension and view that as a fixed-income ...

Imagine you’re taking cross country road trip. You and a friend will drive from New York City to Los Angeles… and see lots of sights along the way. Let’s also say that you’ll buy a new car for the ...

asset allocation is not set it and forget it. The weights of your original allocations will change based on the returns generated by each asset class. For example, let's say you decided on a 50% ...

The dramatic pullback suggests that a new regime of relatively low-to-moderate correlations may be dawning. If so, the ...

Editor’s note: This is part six of a seven-part series. It dives more deeply into the second strategy for defusing a retirement tax bomb, implementing asset location. If you missed the ...

For example, the team quickly erased nearly ... Additionally, provided attribution shows tactical asset allocation has been additive in at least nine of the last 13 calendar years.

This tactical-allocation fund remains ... resemble its benchmark. For example, in the fourth quarter of 2023, the managers liquidated some of the fund’s assets in the actively managed Allspring ...

shapecharge / Getty Images Rebalancing involves periodically buying and selling investments in an established portfolio to ensure that its asset allocation continues to fit an investor's risk ...