Whether or not they work with an investment professional, investors should know their risk tolerance and how it shapes portfolio asset allocation decisions.
The expected growth of robo-advisers over the next 5 years points to the unmet need of investment advice for small investors.
The investor policy statement should address whether you are willing to make tactical asset allocation decisions in your portfolio.
Investors face two primary risks when investing — the risk of losing principal and the risk of their investments losing purchasing power over time.
The move to let nonaccredited investors invest in hedge funds is an example of an investment approach winding its way down to retail investors.
Too many financial decisions are made in isolation, and not by looking at the big picture.
Investment advisers typically measure a client’s degree of risk aversion as part of the process of making investment recommendations and building client portfolios.
Target-date funds are mutual funds — and now exchange-traded funds, too — that invest in a combination of stocks, bonds and cash equivalents.
Robo-advisers are changing how middle-class Americans with smaller portfolios get investment advice.
One expression I’ve always found odd in investing is “There is a lot of cash sitting on the sidelines” or some variant of that expression. Like investors are waiting on the bench for the coach to signal that it’s time to get in the market. Why I find it odd is that there are two