Although the Magnificent Seven stocks dominate the Vanguard ETF, it does offer some diversification. Large-cap non-technology stocks like Eli Lilly, Visa, Costco Wholesale, and McDonald's are also ...

UPGD is heavy in industrials, IT, and consumer staples. It tracks the Bloomberg ANR Improvers Index. See why I believe a Hold ...

Learn how to maintain a steady hand in your investment portfolio, despite global economic shifts, for long-term prosperity.

Active-passive is a very common investment approach used within the industry, especially among advisors as they're constructing portfolios for their clients. Historically, it's usually been as simple ...

To make a comparison to total-return performance, Pfau used a variable annuity with a lifetime income benefit rider because consumers often feel uncomfortable seeing the premium for a single-premium ...

Conversely, REITs tend to use higher leverage and a mix of floating-rate debt and credit lines that can expose investors to ...

Prioritize stability, risk management & yield enhancement with high-quality assets & exotic securities. See here for top ...

For decades, investors have heard it’s smart to construct a 60/40 stock-bond portfolio. Investors and their financial ...

Thierry Brunel is the Chief Investment Strategist at Matter Family Office, advising families and institutions on long-term ...

This series of model portfolios from Morningstar’s director of personal finance and retirement planning Christine Benz can help investors reach their financial goals.

The effectiveness of a 60/40 portfolio versus broader diversification approaches in today’s environment. How diversifiers like gold, Treasuries, and alternatives have performed under recent and ...

For example, let us consider that you need ... If you’ve received a bonus, consider topping up your index fund investment. Portfolio planning doesn’t have to be complicated.