Tracking and analyzing your investments can be a complicated and time-consuming task. Between expense ratios, dividend yields, management fees, tax planning, and asset allocation, there can be a lot ...

Portfolio allocation software has become a key tool for RIAs and advisors aiming to deliver smarter, more tailored investment strategies. As client expectations and regulatory demands grow, having the ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. An allocation rate is a percentage of an investor's cash or capital outlay that goes toward a final investment.