Asset Allocation


This REIT’s 7% Dividend Yield Looks Solid

Alexandria Real Estate Equities may be a candidate for investors looking for a solid and secure dividend income.

3 minute read

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Stash Some Gold in Your Portfolio—But Not Too Much

Gold is on a historic run, fueled by uncertainty and buying by central banks and individuals. How it fits in a portfolio.

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Foreign Stocks Are on a Tear. Why It Isn’t Too Late to Buy Them.

Global stocks have more attractive valuations than U.S. stocks. Experts say you should have at least 25% allocated toward foreign holdings.

4 minute read

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Buffered ETFs Protect Against Market Drops. They Are Selling Like Hotcakes.

These exchange-traded funds offer downside protection, but you must give up a lot of upside in return.

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Gold Is at a Record High. Why It Could Climb All the Way to $3700.

Strategists at Goldman Sachs expect gold to keep rising. Miners look fairly cheap as well. But investors should still be cautious.

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TIPS Ladders Offer Inflation-Adjusted Paychecks. The Math Behind Them Just Got Even Better.

The recent rise in interest rates boosts the annual payment to 4.8%.

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60/40 Portfolios Are Letting Investors Down. Here’s What to Do.

Balanced portfolios are supposed to help conservative investors grow their assets over time while smoothing some of the stock market’s volatility.

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Art Is in a Bear Market. A Trade War Won’t Help.

A report on 2024 art sales reports that while lower-priced art saw an uptick, the pricier works fell for the second straight year. Two reasons: rising interest rates and inflation. Now comes tariffs.

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Retirees, Buckle Up and Build Your Cash Cushion

Consider defensive portfolio moves or even selling a used car as some of Trump’s tariffs remain in place.

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This Unorthodox Fund Is Bucking the Selloff. Where It Sees Value.

Michael Cuggino’s $4 billion Permanent Portfolio fund takes an unusual approach. It’s working.

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Financial Advisors Can’t Afford to Ignore Alternative Investments Now. Here’s Why.

Public and private markets are converging, making it increasingly important for advisors to incorporate alternative investments in portfolios.

3 minute read

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Tariffs Are Here. How to Trump-Proof Your Portfolio.

Several analysts likened Trump’s tariff announcement as a “worst-case scenario.”

Long Read

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