Portfolio Construction

Use these top-rated ETFs and mutual funds to rebalance investment portfolios with out-of-whack asset allocations.

Here are the steps you can take to mitigate the risk of an extended market downturn.

A decade after Brexit, UK equities may be poised for a bounceback. Here’s why.

A small number of stocks drive most of the market’s long-term return.

As the semiliquid market approaches $600 billion in assets, understanding how funds handle liquidity, fees, and risk may be more important than ever.

It’s not the worst place to start, but it might end up being overly conservative.

As model portfolio assets approach $1 trillion and ETFs overtake mutual funds, here’s what investors need to know.

Their volatility presents both risks and opportunities.

Treasury Inflation-Protected Securities can hedge inflation, manage risk, and protect retirement income.

Alternative investments can create ‘a false sense of diversification,’ according to Morningstar’s Don Phillips.

Locking in outperformance following growth rally and restoring barbell amid a more fairly valued market

Reinvesting dividends can help build wealth over time, but it isn’t always the best move for retirees, concentrated portfolios, or tax planning.

The portfolio case for investing in international stocks extends beyond their recent outperformance.

Bond prices can change in the short term, but they’re not the best way to generate long-term growth.

The inventor of the 4% rule offers advice on how retirees can preserve their capital.

Why diversification remains essential amid shifting market correlations, global fragmentation, and rising volatility.

There’s no “right” income-generating investment. Here’s a look at the pros and cons of some common income sources.

The growth category, specifically technology and AI stocks, is no longer providing an excess margin of safety.

Stocks have been unreliable, but one asset class stood out across every recessionary period we examined.

Investing in gold has risks, but it can be a solid diversifier and a refuge in volatile or inflationary times.