However, it’s important to remember that there are all kinds of investment goals, and the market indexes are not always the best barometer of “how well” you may have performed. Here’s a look at how ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. When is the best time to start investing for retirement? Right now. As a ...

Morningstar managing director Jeff Ptak conducted research that looked at what would happen if the holdings in large-cap equity mutual fund portfolios were frozen in time, with no further changes over ...

Emily DiNuzzo is a writer and former full-time journalist whose work has appeared in Reader's Digest, INSIDER, and Well + Good. She continues to pursue her passion for writing and personal finance, ...

If you’re a do-it-yourself investor aiming to build a “no babysitter required” portfolio, here are the key steps to take. Step 1: Find your portfolio’s true north Give due consideration to your asset ...

Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...

Balance risk and stability by diversifying across sectors, regions and asset types. Reassess and rebalance your portfolio regularly to stay aligned with your strategy. Your investment approach should ...

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 ...

For retirees and income investors, investing in broad indexes, such as the S&P500, is not a very good option and presents many pitfalls, including very low income, deep drawdowns, and a roller-coaster ...

The Dividend Income Accelerator Portfolio targets growing dividend income and appealing total returns with broad diversification across sectors, industries, and countries. Our current portfolio ...

Our reader got spooked by a stock market crash and now has a lot of cash to put to work. Val Cipriani takes a look ...