When the U.S. stock market is rallying--as it did for much of the past two decades--portfolio diversification falls to the wayside for many investors. After all, if U.S. stocks are doing well, why ...

Retirees can use market conditions to determine where to go for cash flows. Giles: Before we get into the topic of bucket maintenance, let’s discuss the bucket strategies. What is a Bucket portfolio, ...

A hypothetical stock portfolio has taken hands-off investing to a whole new level. Jeffrey Ptak, a chartered financial analyst (CFA) for Morningstar, recently devised a passive investment portfolio ...

Portfolio rebalancing is the process of realigning the weightings of the assets in your investment portfolio to match your desired asset allocation. This typically involves selling overperforming ...

The S&P500 provides a meager 1.2% yield, besides a roller-coaster ride on a regular basis. Unless you are comfortable with the idea of selling shares to raise income, it is not suitable for most ...

An investment portfolio is a collection of financial investments or ‘asset classes’ such as stocks, commodities, bonds, exchange traded funds (ETFs), cash and its equivalents. But how do you go about ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

With the stock market soaring to new all-time highs on what seems like a daily basis, managing your portfolio's risk might not be the first thing on your mind. If you wait for a downturn, though, it's ...

Discover how to navigate potential lost decades in investing. Learn portfolio strategies for managing high market valuations.

Kayla Missman specializes in making complicated topics more approachable. She has eight years of experience in journalism, editing and marketing, allowing her to dive into interesting topics and ...

Rebecca Rosenberg has 10+ years of experience as a writer and content strategist. She has written dozens of articles on retirement, financial planning, business, tech, and more. Rebecca has a master’s ...

The world’s most celebrated photographers have mastered not only their craft but also the art of showcasing it. Building a photography portfolio is absolutely essential for anyone pursuing a ...