Asset Allocation

Much has been written about the strength of the U.S. markets in 2019. U.S. large-cap stocks rose 31.5%, their best year since 2013.  That’s a great year for domestic investors, but I fear it causes some to miss one of the key points of investing, which is that markets move in cycles....

Some experts suggest some exposure to bitcoin in their portfolio -- even if it's just a 2 percent position. According to at least one Wall Street analyst, bitcoin has "no role" in asset allocation. The Thesis The price of bitcoin soared higher by more than 1,000 percent in 2017...

Major U.S. equity indices rose throughout July, but at the same time, bonds have also performed well. According to analysts at Argus Research, for the first time in seven months, the Barclays U.S. Aggregate Bond Index gained 4.6 percent. The question many investors are now asking is what is the...

Global equity markets have stumbled to start 2016, placing a great premium on asset allocation for advisors and investors. Some exchange-traded funds aim to ameliorate the asset allocation issue, but are limited to doing so at the sector level. ETFs that have the ability to navigate investors...

What makes Efficient Market Advisors different from other asset allocation services is that it manages portfolios of only exchange-traded funds. “It’s made Efficient Market Advisors a unique money manager since we launched in 2004,” CEO Herb Morgan told Benzinga. He recently...

Benzinga was able to follow up with renowned financial journalist Kathy Kristof after her recent publication in Kiplinger’s Personal Finance magazine. Titled "Six Steps to Building More Wealth," Kristof outlines a guide that will not only help you reach financial security, but...

Some of the most successful actively managed ETF launches have come to fruition in the fixed-income space, and First Trust is attempting to take that model one step farther.   Well-known funds that have amassed more than $1 billion in assets include the PIMCO Total Return ETF (NYSE: BOND)...

Recently many analysts and commentators have been quoted saying things like 'Stocks have never been so attractively priced when compared to bonds', or ' equities are a no brainer compared to bonds for the coming decade', or ' beware the bond bubble'. Many of these analysts encourage an...