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 ...

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 ...

If you’ve heard one piece of investing advice, it’s that you need to diversify your portfolio. It sounds good, but as you nod your head, you might wonder how exactly you can go further than the ...

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 ...

Relying on the backtest, SPMO generates alpha compared to the S&P 500 or other factor-based ETFs. The time-sensitive structure of SPMO mitigates the overcrowded risk, but hardly calms downturns, and ...

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, ...

What happens if it all goes wrong? Investments designed to preserve your wealth in a stock-market downturn can help preserve your sanity too, allowing you to avoid dumping your favorite stocks as ...

Balancing your portfolio spreads your risks across asset classes. Checking your portfolio at regular intervals allows you to make tweaks as needed. A professional advisor can provide fresh eyes to ...

Balancing your portfolio spreads your risks across asset classes. Checking your portfolio at regular intervals allows you to make tweaks as needed. A professional advisor can provide fresh eyes to ...

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