The following is an excerpt from Christine Benz’s recent webcast, Tune Up Your Portfolio in Uncertain Times. Watch the full webcast. Christine Benz: Moving over to talk about asset allocation. This is ...

The investment seeks total return. The investment objective of the fund is to seek to achieve total return primarily by managing allocations among a broad range of asset classes, and secondarily by ...

The fund uses two levels of asset allocation among stocks, bonds and other asset classes as determined by subadvisor GMO’s asset allocation team. The fund has been managed by Ben Inker since 1996 and ...

Due to endowments and foundations aggressive return objectives, they often are significantly exposed to equity market volatility. Endowments and foundations (E&Fs) may wish to mitigate portfolio ...

CI Growth Asset Allocation ETF Common Units (CGRO:CA) declares CAD 0.068/share monthly dividend. Payable Dec. 31; for shareholders of record Dec. 23; ex-div Dec. 23. See CGRO:CA Dividend Scorecard, ...

According to Niharika Tripathi of Wealthy.in, gold and silver emerged as key performance drivers this year. Silver posted near triple-digit gains in India, while gold delivered strong returns, ...

Asset allocation is the strategy of allocating your investment portfolio among asset classes with various risk and return characteristics. The main purpose of asset allocation is to diversify your ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate ...

CSQ offers a compelling way to preserve purchasing power and generate attractive total returns, outperforming bonds and peers over the past decade, especially during inflation. The fund’s heavy equity ...

Forbes contributors publish independent expert analyses and insights. I am a managing director and senior wealth strategist for CIBC Private Wealth Management. Are you the parent of a young adult who ...

The Guggenheim Active Allocation Fund offers a current yield of 9.63%, which compares well to its peers in the "Hybrid-Global Allocation" fund category. The GUG closed-end fund's performance has been ...