If it’s been a while since you rebalanced your portfolio, it might be too heavy on growth-oriented U.S. stocks.

Christine Benz and Susan Dziubinski of Morningstar Sometimes investors need to think big picture: how to build a smart ...

Glenn Dorsey, CFA, CAIA, is senior vice president and head of client portfolio management at Clark Capital Management Group, a privately held and employee-owned asset manager that believes investing ...

Text Callout : Key Takeaways - What Is a Portfolio Lender? If you've applied for a mortgage and been turned down, you might want to look for a lender whose requirements are more flexible. Portfolio ...

The Near-Perfect Strategy (NPS) portfolio targets moderate income, reduced volatility, and market-beating growth through ...

A Q&A with CalPERS Chief Investment Officer Stephen Gilmore on how Total Portfolio Management could strengthen the retirement ...

Are you dreaming of a life where your investments pay you back? It’s not a pipe dream. Let’s say your portfolio has $100,000 worth of dividend-paying stocks. Rather than just watching your money grow, ...

A portfolio career is a perfect fit if you are multi-passionate, curious about many things, and are a lifelong learner. You do you to be happy! Love what you do! Maybe you are a unicorn or a purple ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Just a couple of years ago in 2022, the 60% stock/40% bond portfolio seemed to fail investors, as both stocks and bonds finished the year in ...

Diversification is truly a free lunch in wealth management. Holding a range of assets, and balancing physical and financial ...

The more heart-healthy, plant-based foods you can eat, the less room you’ll have in your ‘portfolio’ for foods that increase ...

A basic three-fund portfolio includes a US equity index fund, an international-equity index fund, and a total bond market index fund. It can be an exchange-traded fund portfolio or a traditional index ...