Stock Allocation Rules

How To Build and Balance an Investment Portfolio Based on Your Age and Risk Tolerance Reviewed by Julius Mansa Fact checked ...
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The 100 Minus Your Age Rule May Be the Easiest Asset Allocation Strategy, but Is It the Best?

Your asset allocation may be the most important decision you make as an investor. In fact, studies have found that asset allocation determines over 90% of the variations in portfolio returns. In other ...
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Insurance Expense Allocation for Investment Managers: A Primer

Expense allocation is an area of regulatory risk, as finance, legal, and compliance professionals at asset management firms know all too well. The SEC Division of Examinations (EXAMS) scrutinizes ...