What Is a Target-Date Fund? A target-date fund is an investment vehicle that automatically adjusts the asset allocation mix as the investor approaches retirement. These funds are designed to provide a ...

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 ...

Target-date strategies continue to be the go-to retirement savings vehicle for US workers, with over $4 trillion in assets invested in these investments at the end of 2024. That’s larger than all but ...

Macro outlook remains constructive, but Middle East conflict narrowed margin for error, with slightly slower growth and ...

Forbes contributors publish independent expert analyses and insights. I write about incisive investing advice. Retirement becomes a hot topic for Gen X-ers as they enter their 50s. We discuss how to ...

How investors divide portfolios across asset classes remains the single most important driver of long-term returns, even as market dynamics grow more complex. William Blair’s latest asset allocation ...

Assets in U.S. mutual fund and collective investment trust target-date series grew 21% in 2025, reaching $4.8 trillion, Sway Research LLC revealed Tuesday. Custom target-date strategies held an ...

Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...

Wealth managers are eager to deploy model portfolios in their client accounts, thanks to models’ ready availability, transactional convenience, and the increasingly broad array of model offerings.

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 ...