The stock/bond allocation table centers around the S&P 500’s historical trading median range. When the index is deemed expensive, equities can range from 10% to 90% of assets in 5-percentage ...

Baron Durable Advantage Fund advanced during the fourth quarter of 2024, outpacing its benchmark, the S&P 500 Index.

Lead manager Michael Scanlon oversees the portfolio’s asset allocation and ... coincide with the managers taking some risk off the table given tighter credit spreads and more attractive risk ...

Net income attributable to IES of $56.3 million for the first quarter of fiscal 2025, an increase of 37% compared with $41.0 million for the same quarter of fiscal 2024, and diluted earnings per share ...

When it comes to investing, one of the key principles that financial advisors and experts emphasize is the importance of asset allocation. Asset allocation refers to how an investor divides their ...

Learn about the recent changes in stock, bond, and cash allocations, and how they can impact your financial portfolio. Click ...

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation? Her ...

In this video, Marco from Whiteboard Finance breaks down different portfolio allocation models and their historical returns. He reviews Vanguard’s allocation models, analyzing the performance of ...

Frec, the innovative investment platform known for redefining direct indexing, today announces the launch of its Portfolio ...

Older public-sector defined contribution plan participants tend to allocate more of their DC assets to stable value funds vs.

Powerful mix of both trader and investor packs with timely expert advice. Advisory Alert: It has come to our attention that certain individuals are representing themselves as affiliates of ...

Net Interest Income (NII) or core income of the bank grew by 7.2 percent on a year-on-year to ₹11,033 crore, from ₹10,293 crore last year. Net NPA in Q3FY25 decreased to ₹4437.43 crore from ...