Retirees can use model portfolios to balance income generation and risk management based on their goals and risk profile. They typically include a diverse mix of stocks, bonds and other types of ...

We live in a Golden Era of misaligned investment portfolios. These are rogue, poorly designed portfolios (401k, IRA, Roth IRA, UGMA, 529 plans, etc.) that are architecturally unsound. And for whatever ...

Portfolio management is a well-planned investing strategy based on an investor’s objectives and risk tolerance. Portfolio management entails selecting and monitoring investments such as stocks, bonds, ...

If you’re saving for retirement, a broad market index portfolio is typically a good option. Investing in a target date fund or S&P 500 index fund, for instance, are low-cost ways to gain broad market ...

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 ...

For those investors searching for assets that can withstand the test of time, I believe real estate prevails. Whether through a market crash, health crisis (like a pandemic) or even an increase in ...

Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

Regardless of how you feel, it's wise to see a doctor for an annual physical exam. The same goes for an investment portfolio. Investors should periodically measure performance and analyze the types of ...

Discover the importance of downside risk in investing, its various types, and factors contributing to it. Learn how to ...

Determining how to allocate assets in your investment portfolio is important. A permanent portfolio allocation can minimize the impact of economic changes on your investments. The concept, developed ...

There are dozens of different types of stocks you can buy on the stock market today. But what are they? And how do they differ? It's essential to understand the categories of stocks to help guide your ...

The title of portfolio manager is generally a catchall term for a person or firm that's responsible for investing client assets. A more precise definition, however, depends on the type of firm. Some ...