Asset Allocation Has ‘Minor’ Role in Retirement ... they call "striking," which suggests that the net benefits of portfolio reallocation have to be modest for the typical household, ...

My household portfolio plan is shared for comments and improvement. Part three in this series focuses on portfolio asset allocation. Introduction.

Average US household allocations to stocks (^DJI, ^IXIC, ^GSPC) are climbing to record highs. As equity markets continue to break new ground, this upward momentum has led to a major boom in the ...

Below is the asset-allocation breakdown for JPMorgan US Large Cap Core Plus JLCAX, a large-blend fund that uses a 130/30 strategy. (The same chart type is available on all fund pages, under the ...

If your colleague holds more of an asset class, you probably will too. Different peer effects were studied separately first. We found a 1 percent increase in equity holdings by household peers ...

Asset Allocation and Asset Location: Household Evidence from the Survey of Consumer Finances. Format: Print ... ShareBar. Citation. Bergstresser, Daniel B., and James Poterba. "Asset Allocation and ...

Financial advice tends to focus on financial assets, and more specifically how those assets are allocated. However, other levers may be more important for most households, according to a new paper ...