Retirees should consider both income and capital preservation in their portfolios. My recommended portfolio is designed to minimize volatility and maximize total return. The recommended portfolio for ...

It’s important to find a way to manage your emotions to prevent them from damaging your financial and personal future.” ...

You won’t earn any tax breaks when investing in a taxable (nonretirement) account: no deduction on your contributions, no tax-deferred compounding, no tax-free withdrawals. So why bother? Maximum ...

Luck played a starring role in our ability to save: My husband and I had the good fortune of emerging from college debt-free, ...

Ford hasn't been delivering the income and growth I had hoped. I'm evaluating other investment options to replace Ford, like Healthpeak Properties. The healthcare REIT pays a high-yielding monthly ...

Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

I tend to focus on large companies, but recognize that I may be missing out on growth. I bought a small, rapidly expanding REIT, managed by a well-seasoned team. Growth has since stalled, and now I'm ...

Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

That was one of the pieces of feedback from my recent article about short- and intermediate-term portfolios, which mainly leaned on Fidelity funds for their fixed-income holdings. But Vanguard also ...

Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

Brookfield is evolving into an investment-led insurer, using annuity and pension float as a permanent engine for growth. Read ...