Gold is surging to records this year. With prices above $4,000 an ounce, how much should you have in your portfolio? We asked ...

Diversification has long been one of the bedrock principles of investing but the way most investors think about it is deeply ...

A research study shows that retired investors who spent more time managing their portfolio actually hurt their results.

Threshold-based: You balance when an asset class drifts more than a pre-set percentage. For example, if real estate (through direct and indirect ownership) is your favorite asset class, you might ...

Abstract: Set-based algorithms have been shown to successfully find optimal solutions to the portfolio optimization problem and to scale well to larger portfolio optimization problems. Set-based ...