We live in a Golden Era of misaligned investment portfolios. These are rogue, poorly designed portfolios (401k, IRA, Roth IRA, UGMA, 529 plans, etc.) that are architecturally unsound. And for whatever ...

Different paths to take while investing in the stock market. In a perfect world, investors could choose the best investment portfolio that would offer a high risk-adjusted return during all market ...

For those investors searching for assets that can withstand the test of time, I believe real estate prevails. Whether through a market crash, health crisis (like a pandemic) or even an increase in ...

Retirees can use model portfolios to balance income generation and risk management based on their goals and risk profile. They typically include a diverse mix of stocks, bonds and other types of ...

If you're saving for retirement, a broad market index portfolio is typically a good option. Investing in a target date fund or S&P 500 index fund, for instance, are low-cost ways to gain broad market ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. When is the best time to start investing for retirement? Right now. As a ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Gordon Scott has been an active investor and technical analyst or 20+ years. He is a Chartered Market Technician ...

A financial portfolio is a collection of various investments like stocks, bonds, and others. Diversification is crucial; it involves mixing investment types to reduce risk. Regularly reviewing and ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Model portfolios have gained traction with financial advisors, and asset managers have flooded the marketplace with options. Given their ...

Note: This article is part of Morningstar's 2018 Portfolio Tuneup week. An earlier version of this article appeared on Jan. 24, 2017. You've run the numbers to assess whether your current ...