Model portfolios continue to gain traction with financial advisors. Approximately $424 billion follows model portfolios as of June 2023, a 48% increase from $286 billion two years prior[1]. With this ...

Custom asset allocation model portfolios are emerging as a priority for asset manager model providers, according to recent data from Cerulli Associates. Nearly 60 percent of respondents in a recent ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

Vanguard is recommending investors tilt heavily toward bonds, with a 70% allocation to fixed income, as high stock valuations and a historically low equity risk premium point to better long-term ...

Fees are Above Average compared to funds in the same category. Longboard Fund has an expense ratio of 1.99 percent. Risk is Average compared to funds in the same category according to Morningstar.

Below I evaluate each of the asset class buckets. 1. Inflation Beneficiary Equities [IBEs] This asset allocation bucket is performing well and that performance, together with increases in some ...

Fees are High compared to funds in the same category. NAA Allocation Fund has an expense ratio of 2.08 percent. Risk is Average compared to funds in the same category according to Morningstar.

Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.

Following a recipe from a trusted chef is a great way to step up your home cooking game. It provides a set of instructions and recommended ingredients, but there’s still room to add your own flair (go ...