Robert Schoen is Co-Head of the Global Asset Allocation (GAA) group at Putnam Investments. In partnership with other GAA co-heads, he is responsible for the overall strategy and positioning of ...

Today, ETFs dominate conversations between financial advisors and their clients to a much greater extent than traditional ...

As we first noted on April 17, 2026, Franklin Templeton announced that portfolio manager Jacqueline Kenney will step off the Putnam Dynamic Asset Allocation target-risk series on June 1, 2026, to ...

AUSTIN, TX / ACCESS Newswire / November 18, 2025 / Kensington Asset Management is proud to announce the Kensington Dynamic Allocation Fund (KAGIX) has reached its five-year anniversary, exceeding $1.2 ...

Would you drive as fast as usual on an icy road? Of course not, notes Seth Masters, chief investment officer of blend strategies and defined contribution services and a partner at AllianceBernstein.

The investment seeks long-term total return. The fund's manager employs a dynamic investment strategy seeking to achieve, over time, a total return in excess of the broad U.S. equity market by ...

As we first noted on April 17, 2026, Franklin Templeton announced that portfolio manager Jacqueline Kenney will step off the Putnam Dynamic Asset Allocation target-risk series on June 1, 2026, to ...

The investment seeks total return. The fund allocates 45% to 75% of its assets in equities and 25% to 55% in fixed income securities. It invests mainly in equity securities (growth or value stocks or ...

Asset allocation refers to the process of splitting an investment portfolio among different asset classes. In practice, this means determining what percentage of a portfolio will be invested in ...

Forbes contributors publish independent expert analyses and insights. I write about incisive investing advice. Retirement becomes a hot topic for Gen X-ers as they enter their 50s. We discuss how to ...

Adaptive Asset Allocation (AAA) offers a dynamic, rules-based portfolio strategy designed to deliver steady returns while minimizing downside risk. AAA stands out for ...

You can expect a change in your preferences as you age. What appealed to you in your 20s will most likely not appeal to you as you approach your 60s. A brokerage account is a good place to start, but ...