With 2026 around, I am refining my inflation-focused asset allocation model that performed well in 2025. Check out the major ...

ChatGPT builds a $1,000 stock portfolio for 2026, highlighting Microsoft, Nvidia, energy and defence stocks positioned for AI growth and market uncertainty.

Baby Boomers (ages 61 to 79 in 2025) held the largest balances, averaging about $599,000, while the Gen X investors (whose oldest members started reaching 60 this year) averaged about $379,000. These ...

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 ...

New offering combines third-party model portfolios with direct indexing capabilities for tax-smart transitions and proactive tax loss harvesting Orion, a premier provider of transformative wealthtech ...

New alternative investments model to offer advisors easy access to models that include private credit, private equity and private real estate via funds vetted by the Cetera Investment Management team ...

BlackRock is steering $185 billion worth of model portfolios deeper into US stocks and artificial intelligence. The decision came this week as the asset manager adjusted its entire model suite, ...

The 60/40 portfolio (60% stocks/40% bonds) is the most enduring asset allocation framework in modern investing, and it has only two key objectives: growth and diversification. Two critical assumptions ...

Wealthtech platform Orion has introduced Tailored Allocation Portfolios, which combine the company’s direct indexing services with third-party model portfolios. The models, featuring ETFs and mutual ...

BlackRock Inc. is boosting its exposure to US equities across its $185 billion model-portfolio platform at a time when investors are questioning the staying power of this year’s artificial ...