Some investors try to mix strategic and tactical allocation with an approach called ‘Core/Satellite’.

However, the 60/40 portfolio has faced some challenges recently. In 2022, many of these portfolios lost over 15% of their value. This has led some to question whether the 60/40 mi ...

Portfolio analytics that incorporate relevant benchmarks is important, perhaps more so in TAA than elsewhere. Click to read.

Discover how to balance risk in your investment portfolio for 2025, ensuring growth while remaining stable in an uncertain ...

Whether your goal is early retirement or lifelong financial freedom, here are six steps to help you create your forever portfolio, including choosing the right investment account, hiring a financial ...

Multi-strategy hedge funds are bigger than ever. Some who have worked for the biggest brands are now advising others on how ...

Composed of ultracheap Fidelity and Vanguard index funds, these three-fund portfolios provide exposure to every major asset ...

It may seem simple, but the first cut for the Schwab U.S. Dividend Equity ETF is to eliminate any company that hasn't increased its dividend for at least 10 years. That squarely focuses the ETF on an ...

While there has been much controversy regarding DEI (diversity equity and inclusion), none of it has discussed its effects on retirement portfolio performance.

President Donald Trump has tapped Vance, along with National Security Adviser Michael Waltz, to oversee a deal to sell and ...

Discover the successful decade-long journey of a stock portfolio focusing on dividend growth companies, outperforming the S&P ...

As a general statement, if you believe in the U.S. economy and government, the 60/40 allocation should work well for most ...