Advisers and investors are increasingly focused on fixed income solutions that provide both reliable income and portfolio ...

Building an investment portfolio from scratch can be intimidating – but as long as you understand the basics such as time horizons, diversification and portfolio rebalancing, there is no reason you ...

Morningstar managing director Jeff Ptak conducted research that looked at what would happen if the holdings in large-cap equity mutual fund portfolios were frozen in time, with no further changes over ...

Building a recession-proof stock portfolio can help investors weather economic downturns with greater stability and confidence. While no portfolio can be entirely recession-proof, selecting resilient ...

Income investing helps compound wealth stress-free, balancing yield without overshooting or undershooting, with covered call ...

We revisit the concept of a "Four ETF Portfolio." We focus on young investors, who should prioritize absolute returns through low-cost, tax-efficient index funds. The selection includes index funds ...

Building a $1M dividend portfolio is less about chasing hot stocks and more about applying a repeatable playbook over decades. By combining disciplined saving, smart security selection, and tax-aware ...

Investing your hard-earned money can be intimidating. With a wealth of options available, it can be hard to decide where to begin. Understanding the basics and knowing how to customize an investment ...

Building a $1 million portfolio is less about chasing the hottest ticker and more about turning reliable signals into a disciplined playbook. The reporting on Visa's unusual options activity shows how ...

If you’re a do-it-yourself investor aiming to build a “no babysitter required” portfolio, here are the key steps to take. Step 1: Find your portfolio’s true north Give due consideration to your asset ...

Capital at risk. The value of your investments can go up and down, and you may get back less than you invest. An investment portfolio is a collection of financial investments or ‘asset classes’ such ...