BlackRock has added the iShares Bitcoin Trust (IBIT), the fund issued by the asset manager that holds bitcoin BTC $89,441.03, to one of its model portfolios. These models suggest portfolios and ...

Below I evaluate each of the asset class buckets. 1. Inflation Beneficiary Equities [IBEs] This asset allocation bucket is performing well and that performance, together with increases in some ...

Years ago, when financial advisors had a monopoly on asset allocation decisions, fees ran rather rich. Lately, though, with a surge in the number of index-based products promising to deliver asset ...

Bitcoin and Ethereum are now considered established assets in asset allocation models. The launch of ETFs is expected to legitimize Bitcoin and drive institutional investment. Venture investing in the ...

Vanguard’s VRIF ETF is tilting toward bonds to provide retirees stable income, balancing caution with a 4% annual payout target.

Source BlackRock as of 6/30/2025. The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so ...

The rapid appreciation of the largest U.S. stocks has shifted the asset allocation playing field in ways that aren’t widely recognized. Many fewer companies now meet the conventional definition (used ...

Fidelity Investments is the latest asset manager to ramp up its model-portfolio business as demand for off-the-shelf and customized investment strategies across asset classes continues to pick up. The ...

BOSTON--(BUSINESS WIRE)--State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT), announced today in partnership with Bridgewater Associates, the launch of ...

STAMFORD, Conn., July 1, 2025 /PRNewswire/ -- Hedgeye Asset Management, LLC ("HAM"), a subsidiary of Hedgeye Risk Management, LLC, today announced the launch of the Hedgeye Capital Allocation ETF ...

Conventional wisdom holds that financial advisors add value through security selection and asset allocation. Post-Great Recession, though, things are changing very quickly. Today, after completing all ...