You may ask, “Is it possible to create an asset allocation that has never lost money over rolling six-month periods?” Sure, just about anything is possible if we torture the data enough. Whether it is ...

Now probably isn’t the time when most investors feel like plunking a lot more money into the stock market. Not with a recession looming, stock volatility spiking and other worries on the horizon. Yet ...

The COVID-19 pandemic was a wake-up call for asset allocation as traditional allocation strategies failed to offer downside protection as markets crashed in March. As equities rebounded by April, ...

Using the Future Fund as a role model for the individual ­investor is flawed, because the fund operates in a different space to most investors — even most super funds — but allowing for these ...

The U.S. Tax Court’s 2012 ruling in Peco Foods, Inc., T.C. Memo. 2012-18, which disallowed a taxpayer’s changes to a purchase price allocation based on a post-acquisition cost-segregation study, ...

When the money is spread across various types of assets, we control our investments better and the overall risk is reduced. Ask a lay investor the steps he should take to protect against these violent ...