Asset allocation software applications can help smooth the task of figuring what mix of investments will meet your clients' stated goals. Keep in mind that there are no real standards when it comes to ...
THE APPROPRIATE APP Software is a big help not only in creating a financial plan for a client, but in doing the research and analysis. We tested a half-dozen financial-planning tools that perform ...
Any investing expert will tell you that the most important factor in building your portfolio is how you divide your money between stocks, bonds and cash. But applying that knowledge is no easy task, ...
Zephyr Associates’ Marc Odo discusses his firm’s asset-allocation software for advisors, and how it helps financial professionals balance risk and return for the best degree of diversification. Listen ...
Robo-advisers are all the rage. A robo-adviser is software – usually a website or an app on a mobile device – that provides financial advice or performs portfolio management online with minimal human ...
The easiest asset allocation rule is a quick calculation that helps determine how much of your portfolio is in stocks or in ...
Today, we begin a series designed to help you determine the best way to allocate your assets. I have written a great deal on this subject, but it's advice worth repeating time and again. We’ll start ...
Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration's tariff policies sent many stock market indexes into ...
For some financial advisors, identifying a client's risk tolerance can be a highly subjective and often inaccurate process. Even more confusing is the linkage between a derived risk tolerance level ...
Maintaining a stable and secure income is an essential financial priority for retirees. Risks such as inflation, stock market fluctuations and unexpected expenses can pose threats to retirement ...
Tactical asset allocation funds typically shift between asset classes in an attempt to benefit from shorter-term changes in market trends. The appeal behind these strategies is obvious: Every once in ...