How much money should you put into stocks? A popular asset allocation by age model invites investors to let their age guide their investments. As the theory goes, younger investors should put more of ...

In 1994, financial planner William Bengen’s research in the Journal of Financial Planning introduced the now-famous “4% rule, ...

Like it or not, the one investment decision you cannot avoid is asset allocation. Whether you invest aggressively or choose to keep you money safely on the sidelines, any investment choice you make, ...

"105 minus your age" has long been the golden standard, or back of the envelope standard, for allocation. While the rule has some merit, it has some big flaws too, as the WSJ has pointed out today.

On July 26, 2019, FINRA announced proposed changes to FINRA Rule 5130 (Restrictions on the Purchase and Sale of Initial Equity Public Offerings) and FINRA Rule 5131 (New Issue Allocations and ...

There’s a conventional rule of thumb that your age can help determine the best asset allocation for your investments. Now, the math is simple, but it leaves a lot of variables flapping in the wind ...

Financial consultants have traditionally pitched the idea that while the stock market may have extreme ups and downs from year to year, that this type of volatility tends to smooth out over the long ...

A common issue in directors and officers insurance coverage disputes is the allocation of loss between covered and uncovered insureds and/or claims. This issue can arise when some of the defendants in ...