If you are new to investments, it can be hard to know where to start in the process. While there is no perfect science to building an investment portfolio, it is important to remember that investing ...

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 ...

Investments are at the whims of the market, which can fluctuate every day. While you can’t base the performance of your portfolio on what it’s doing in any given month, Quevedo still likes to check it ...

Capital at risk. The value of your investments can go up and down, and you may get back less than you invest. An investment portfolio is a collection of financial investments or ‘asset classes’ such ...

Exchange-traded funds, or ETFs, have become one of the most popular investment products in recent decades. They can provide access to a diversified portfolio at low costs through a single investment ...

Making matters worse, income generated using tried - and - true retirement planning approaches may not cover expenses these days. That means seniors must dip into principal to meet living ...

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 ...

Retirement planning is overwhelming, leading to inaction and a poor investment selection. Two key considerations for retirement planning are consistent delivery of capital and long-term growth. Today, ...

India’s most respected investment strategists, portfolio managers, and wealth creators come together to cut through the noise ...

Kayla Missman specializes in making complicated topics more approachable. She has eight years of experience in journalism, editing and marketing, allowing her to dive into interesting topics and ...

Successful investing means working towards both short-term and long-term financial goals. But building an investment portfolio to reach both types of goals can be a challenging task. Whether you’re ...