The following is an excerpt from Christine Benz’s recent webcast, Tune Up Your Portfolio in Uncertain Times. Watch the full webcast. Christine Benz: Moving over to talk about asset allocation. This is ...

The investment seeks total return. The investment objective of the fund is to seek to achieve total return primarily by managing allocations among a broad range of asset classes, and secondarily by ...

The fund uses two levels of asset allocation among stocks, bonds and other asset classes as determined by subadvisor GMO’s asset allocation team. The fund has been managed by Ben Inker since 1996 and ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate ...

Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...

Forbes contributors publish independent expert analyses and insights. I am a managing director and senior wealth strategist for CIBC Private Wealth Management. Are you the parent of a young adult who ...

CSQ offers a compelling way to preserve purchasing power and generate attractive total returns, outperforming bonds and peers over the past decade, especially during inflation. The fund’s heavy equity ...

When saving for a long-term goal such as retirement, most people invest their money in financial markets, rather than just putting it into a savings account in the bank. Why? Because in the long term, ...