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Asset Allocation

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New Retirement Playbook: Delay Social Security, Cut Withdrawal Rates, Use Roth Conversions

Tax-aware timing and lower initial withdrawals can raise lifetime income and reduce taxes for many retirees.

BlackRock Sets 1%–2% Bitcoin Allocation for Multi‑Asset Portfolios

Make the 4% Retirement Rule Flexible

Gratus Wealth Cuts $22 Million From Equal-Weight Nasdaq ETF QQEW

ARK Invest Buys About $40 Million of Robinhood, Trims Bitcoin ETF Stake

Institutional Buyers Pile Into Akre Focus ETF, Led by Urban Financial’s $29 Million Stake

BlackRock Warns Bonds Are Losing Their Hedge as Institutions Weigh Crypto Exposure

SOXL Tops SPXL Over One Year as Five-Year Drawdowns Underscore Leverage Risks

JB Global Capital Sets New High on 38% Q3 Surge, Initiates Position in Lululemon

Morgan Stanley Backs Small Crypto Allocations, Sets 2%–4% Range for Growth Portfolios

Ray Dalio Warns of U.S. Debt ‘Heart Attack,’ Recommends 10%–15% in Gold

Ray Dalio Calls for 15% Gold and Bitcoin Allocation as U.S. Debt Borrowing Hits Record Forecasts