The expected return and risk assumptions are divided into three broad categories: Stocks, Fixed Income (i.e. bonds) and Income Strategies.
Each lesson provides an overview of the methodology used to develop the assumptions as well as the most recent expectations looking out 10 years. The asset allocation assumptions are updated quarterly.
What Should You Do Next?
After you have reviewed the expected return and risk assumptions by asset class, you can review example asset allocation and model portfolios to guide you in Step 5: Select A Target Asset Allocation