You may ask, “Is it possible to create an asset allocation that has never lost money over rolling six-month periods?” Sure, just about anything is possible if we torture the data enough. Whether it is ...

Now probably isn’t the time when most investors feel like plunking a lot more money into the stock market. Not with a recession looming, stock volatility spiking and other worries on the horizon. Yet ...

The COVID-19 pandemic was a wake-up call for asset allocation as traditional allocation strategies failed to offer downside protection as markets crashed in March. As equities rebounded by April, ...

The U.S. Tax Court’s 2012 ruling in Peco Foods, Inc., T.C. Memo. 2012-18, which disallowed a taxpayer’s changes to a purchase price allocation based on a post-acquisition cost-segregation study, ...

Using the Future Fund as a role model for the individual ­investor is flawed, because the fund operates in a different space to most investors — even most super funds — but allowing for these ...

When the money is spread across various types of assets, we control our investments better and the overall risk is reduced. Ask a lay investor the steps he should take to protect against these violent ...