Sometimes, even our best-laid plans can go wrong. Think about that first backpack you get your young child when she starts ...

Investors need investment objectives to provide a clear direction for their portfolios. These objectives can help align their investments with specific financial goals, risk tolerance and time ...

You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

Most investors lose money not because markets fail, but because they fail to plan. Building a portfolio that survives market crashes, economic shifts, and changing life circumstances requires more ...

Forbes contributors publish independent expert analyses and insights. True Tamplin is on a mission to bring financial literacy into schools. Diversification is one of the most important principles in ...

401(k) plans typically offer 10 or more investment options, including stock, bond and target-date mutual funds. Performance history (i.e., long-term investment returns) and management costs are key ...

Portfolio rebalancing is the process of realigning the weightings of the assets in your investment portfolio to match your desired asset allocation. This typically involves selling overperforming ...

Investing can often feel like navigating a maze of endless options and ever-shifting market conditions. This is where the Modern Portfolio Theory (MPT) comes in, offering a roadmap for making smarter ...

Balancing a portfolio involves allocating your assets—i.e., stocks, bonds, real estate, and cash—in a way that aligns with your financial goals, time horizon, and risk tolerance. The goal is to ...

Though President Donald Trump's tariff agenda has been a point of contention, most agree that the new policies have introduced uncertainty into the global economy. Even with the 90-day pause in ...

Are You Playing It Too Safe With Your Portfolio? Dziubinski: What are some signs that an investor might be taking on too much risk or maybe playing it too safe with their allocations? Benz: Well, ...