Bonds have gotten a bad reputation over the past few years. They've gotten much more attractive over the past 12 months.
Investing in stocks is one of the greatest ways to build long-term wealth available to ordinary Americans. Despite the long-term benefits, stock investing carries several risks that make it a bad idea ...
All investments involve some degree of risk–the possibility of incurring a financial loss. As investment risk rises, typically so do returns because investors seek greater returns to compensate for ...
The 60/40 portfolio remains viable for moderate risk investors despite 2022 challenges when stocks and bonds both declined ...
Higher yields have spurred investors to take a closer look at bonds. New Morningstar research suggests that, as they do, investors should rethink how they assemble their portfolios. Simply mirroring ...
According to the CDC’s latest data, U.S. life expectancy at birth reached 79.0 years of age as of 2024, the highest on record and a full 0.6-year increase from the prior year. More relevant for ...
I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation?
The Fund trailed its benchmark in Q4 2025 due to US large-cap equity selection challenges. Read the full analysis for more ...
Experts recommend diversification. While asset allocation is the way to go, the question remains: what is the best combination? Portfolios with gold have delivered a notable returns boost in recent ...
An executive from BlackRock said that a small shift in Asian portfolio allocations toward crypto could generate enormous ...
Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.