Both stocks and bonds are down so far this year, but the long sweep of history provides some solace for recent retirees.
The momentum factor has been a pretty unstoppable force, but nothing lasts forever.
With stock styles often showing divergent performance, investors don't necessarily need to travel overseas to add diversification to their portfolios.
Cryptocurrency has a low correlation with traditional asset classes, but correlations often spike during down markets.
Some guidelines to figure out whether an annuity makes sense for you, and if so, how much to allocate.
New research suggests that diversifying a portfolio is becoming more challenging. Here's what to focus on.
A general upward trend in correlations has reduced the diversification value, but recent performance has shown more divergence.
These seven questions can help you decide if robo-advice is right for you.
The diversification benefits haven’t been obvious in recent years, but there’s still a case to be made.
Despite the potential for higher returns, the investment case is mixed.
Continued higher inflation would have far-reaching implications for portfolio diversification, but there’s no need to panic.
There’s no need to panic, but checking in on these items can help keep your retirement on track.
Spreading out your bets makes sense, but it doesn’t always pay off.
A summary of all your assets and liabilities is a crucial first step toward getting a better handle on your finances.
Stocks have been more jittery than usual, but volatility is to be expected.
These funds sound good on paper but can be difficult to use effectively.
Here are some strategies to consider whether you're behind at age 40 or beyond.
Rebalancing is more important for some types of investors than others.
Higher-yielding bond-fund categories often come with more stocklike risk levels.
You might need to save a lot more.
Some long-running trends continued, but rising inflation and the specter of higher interest rates prompted a few reversals.
There's a massive gap between reported total returns and investors’ actual results.
And what look to be the best.
And how does it match up against gold?
If it’s been a while since you looked at your portfolio weightings, it might be time to adjust.
Donors benefit from an immediate tax deduction, tax-free growth, and investment flexibility.
Learning from past misfortunes can help investors avoid future tax woes.
What you'd like to achieve with any "extra" assets can help you calibrate your portfolio's equity exposure.
Free yourself from unnecessary complications.
There’s a path forward, no matter when you start your retirement-plan contributions.
It's possible to close this gap in returns by remaining disciplined and holding for the long term.
Despite some surface similarities, the two assets are fundamentally different.
The order in which returns unfold over time can either help or hurt.
Following a disciplined investment strategy can help you keep more of what your fund holdings earn.
The firm’s salary benchmark-based guidelines are popular, but they don’t work for everyone.
Making rapid-fire shifts to take advantage of market trends is easier said than done.
Sequence-of-returns risk matters for both retirees and savers. Here's why.
Balanced funds can play a useful role, but target-date funds look more compelling overall.
Some guidelines on figuring out if an annuity makes sense for you, and if so, how much to allocate.
Our most recent study of investor returns reveals a persistent gap between reported total returns and what investors actually earn.
We take a closer look at popular retirement savings estimates.
The order of when things happen has implications for retirement savers, too.
The order of when things happen can be your friend or your foe.
Crypto can be incredibly complicated, but understanding the basic terminology is a good place to start.
The cryptocurrency has generated massive gains at times, but extreme volatility will likely rule it out for many conventional investors.
How to use them and where to look.
Ethereum has the potential to revolutionize the entire financial landscape, but this cryptocurrency is a high-risk investment asset.
The fund stands out for its focus on companies with a strong competitive advantage that can sustain and grow their dividends over time.
It's arguably the best donor-advised fund affiliated with an asset-management firm for donors who plan to maintain higher account balances.
We take a close look at the ongoing fees and underlying investment options for the second-largest donor-advised fund in the U.S.