Liquid Alternatives Can Diversify Portfolios—but Not All of Them Do
5 key takeaways for liquid alternatives.
Portfolio Maintenance
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How to Incorporate Semiliquid Funds Into a Portfolio
How investors can set realistic expectations, choose the right vehicle, and size allocations with care.
The Best ETFs and How They Fit in Your Portfolio
Explore the different types of exchange-traded funds and what we see as the top options.
You Just Retired (or Are About to). Now What?
Your take-control toolkit involves strategies for spending, investing, Social Security, and taxes.
International Diversification Is Finally Paying Off
The dollar’s weakness has contributed to a long-awaited foreign-stock rally and reduced correlations with US equities—at least for now.
How to Build a Portfolio You Don’t Have to Babysit
These four steps can help you craft a (mostly) hands-off portfolio.
Is Your Index Fund Really Diversified?
Market concentration is making even the total market index funds top-heavy.
How Much Should You Allocate to Safer Assets?
Let your spending needs lead the way.
Why Portfolio Diversification Has Paid Off—but More Isn’t Always Better
5 key takeaways for stocks, bonds, and international diversification from 2025’s market results.
5 Winners and Losers From Another Rough First Quarter for Investors
Good news: Bad first quarters don’t necessarily portend bad years.
How to Handle Market Volatility at Every Life Stage
A life‑stage approach to managing risk, portfolio construction, and spending during volatile markets.
The 60/40 Portfolio: A 150-Year Markets Stress Test
It took the worst bond market in history to make investing in a 60/40 more painful during a market crash than holding all equities.
The Newest Wave of ETFs Is Leading to Mini Bubbles
Investors: Be wary of trends that dominate headlines and then emerge as the target of a new ETF.
How to Use Short-Term Bonds in Your Portfolio
This edition of our Portfolio Basics series covers the value of short-term bonds in reducing risk and generating income.
These Diversification Strategies Are Winning in 2026
5 charts on what’s benefiting from the ‘anything but AI’ trade and the rotation in the US stock market.
3 Great Portfolio Diversifiers and 3 to Avoid
Be choosy with your diversifiers.
How a Total Portfolio Approach Can Improve the 60/40 Portfolio
A beginner’s guide to the Total Portfolio Approach for building portfolios.
How to Use Municipal-Bond Funds in a Portfolio
These funds can offer compelling tax advantages for some investors.
Elevate Your 60/40 Portfolio With These Simple Tweaks
Plus, the investments that could be better suited for a different bucket.
The Value Stock Comeback Is Messy. Here’s Why Investors Shouldn’t Turn Away
One thing is clear: Value stocks are good diversifiers today.
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