Historical data can be a valuable gut check for worst-case scenarios.
We take a close look at the ongoing fees and underlying investment options for the second-largest donor-advised fund in the U.S.
We examine the ongoing fees and underlying investment options for the biggest donor-advised fund in the U.S.
It’s arguably the best donor-advised fund affiliated with an asset-management firm for donors who plan to maintain higher account balances.
A summary of all your assets and liabilities is a crucial first step toward getting a better handle on your finances.
While the market environment remains uncertain, there are a few key changes worth considering.
Carve out some time to discuss financial planning.
Actually, it is. Your portfolio just may not be diversified enough.
This year’s brutal market has a silver lining for tax planning.
These funds managed to lose value for shareholders even during a generally bullish market.
These mutual funds and ETFs have generated the most value for shareholders in dollar terms.
It might be tempting to put contributions on hold, but sticking with it is a better strategy.
Higher taxable-equivalent yields add to their appeal.
What you’d like to achieve with any “extra” assets can help you calibrate your portfolio’s equity exposure.
This year’s brutal market has tested their downside protection.
Even during periods of rising interest rates, they can still help control risk.
8 scenarios where you may need to tweak your portfolio.
The strong dollar has been a problem, but not the only one.
Have investors learned that patience often pays off?
The scale of this year’s outflows suggests panic may be prevailing.
It’s a good time to take a fresh look at your complete financial picture if part of your debt will go away.
It's not a panacea but has helped limit some losses.
Stocks with above-average payouts generally hold up better, but not all dividend strategies are created equal.
Treasury Inflation-Protected Securities are one of the best direct hedges against inflation, but they're subject to other types of risk.
Gold consistently provides a buffer against market storms, but is best used in small doses.
The gap between reported total returns and actual results may seem daunting, but investors can take steps to minimize it.
Families with more assets than they need in a tax-advantaged education savings account have options.
For many, digital investment advice is a fine low-cost alternative to traditional advisors. Here’s how to tell if it’s a good choice for you.
With the stock and bond markets both selling off this year, here's how the newly retired can make sure their assets last.
Diversifying beyond the basics has helped buffer losses during this year’s bearish market.
It erodes not only wealth, but also trust.
Value investing is finally having its day in the sun, but its long period in the shadows should give robo-advisors' investors pause.
Stocks have been more jittery than usual, but volatility is to be expected.
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.
What does the history tell us, and are there reasons to question it?
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.
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.