CHARLOTTE, N.C., Dec. 10, 2025 /PRNewswire/ -- Truist Wealth, the private wealth business of Truist Financial Corporation (NYSE: TFC), is proud to announce a leap forward in its digital transformation ...

The 60/40 portfolio (60% stocks/40% bonds) is the most enduring asset allocation framework in modern investing, and it has only two key objectives: growth and diversification. Two critical assumptions ...

As financial advisors navigate an increasingly complex investment landscape, the traditional 60/40 stock-bond portfolio allocation is facing unprecedented challenges. With heightened market volatility ...

A slow and steady approach to investing is better over the long term than “going for broke.” That’s because of a mathematical fact of life that Brian Chingono, Verdad Research’s director of ...

Over the past decade, technology has revolutionized every industry imaginable. Yet, few sectors have experienced such a dramatic transformation as finance and investing. Artificial Intelligence (AI) ...

JavaScript is a sprawling and ever-changing behemoth, and may be the single-most connective piece of web technology. From AI to functional programming, from the client to the server, here are nine ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

For decades, your investment portfolio has revolved around a key academic idea that hasn’t held up very well: efficient markets. There’s a direct line from the efficient markets theory of Eugene Fama ...

The key benefit of investment diversification is risk reduction. Treasury bonds have historically been quite solid diversifiers for US equity exposure. Cash has also looked really good. It’s possible ...

The current recommended Bitcoin allocation is just 1%. The new thinking is that investors can boost that allocation to 10% or higher, based on rising life expectancies and longer investing horizons.