Portfolio Maintenance

These S&P 500 trackers have the same strategy but different ratings.

Credit risk is rising. Here’s what it means for bond investors.

Sidestep these pitfalls to set yourself up for success.

Morningstar analysts’ top picks for hands-off investors.

These strategies can improve your investment portfolio’s resiliency.

Asset correlations can be flawed diversification metrics when used in a vacuum.

Many strategists say the tech rally still has legs, but risks are mounting. Here’s how to mitigate them in your portfolio.

After years of US market dominance, foreign stocks are making a comeback.

When the dollar weakens, currency is key for international stock exposure.

Follow these eight steps to an improved, streamlined, and more tax-efficient portfolio.

How investors can mitigate risk as the market continues to concentrate around AI.

Key takeaways from my conversations with top portfolio managers, strategists, and economists on The Long View podcast.

The financial strategist and author discusses key principles for assembling a successful portfolio, concentration risk in the US market today, and why he’s an evangelist for ‘defined-duration’ investing. 

Sometimes what you leave out is just as important as what you put in.

Crypto can lead to big swings in both risk and returns. Here’s what investors need to know before purchasing.

Recognizing these financial scenarios can help you customize your asset allocation for a better fit to meet your goals.

These mutual funds and ETFs earn top ratings from Morningstar as we look ahead to 2026.

These international-stock funds and ETFs earn top ratings from Morningstar for 2026.

It’s better to prepare your portfolio for a range of outcomes than try to predict 2026 investment performance.

Plus, you should also consider rebalancing your portfolio before 2025 wraps up.