If investments have varying returns over time, a portfolio may bear little resemblance to its original allocation.

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse ...

Despite the unresolved European debt crisis and America's fiscal cliff, stock markets remain buoyant. With politicians bickering, that is mostly due to aggressive action from central banks. Yet ...

Family Offices need to be strategic about asset allocation, because the right diversified approach can help mitigate losses in stressed markets. Investment managers and regulators are relying ...

With index investing, there's no escape from a roller coaster ride. For most people, especially retirees, it's very difficult to tolerate large and deep drawdowns. Retirees and conservative investors ...

What’s your investment portfolio’s performance? Do you know? Just 57% of U.S. adults are “financially literate,” according to a study from Standard & Poor’s titled the “2015 Global Financial Literacy ...

Below is a graphic representation of the data in the chart above. It may clearly be observed that standard deviation of the portfolio is asymptotic (law of diminishing returns) as it relates to ...