Many of my high net worth clients wonder how to invest in crazy, unpredictable markets that seem impossible to comprehend. They especially want to make the ride to wealth creation a smooth, steady ...

Six years after our original article, we reinvestigate Paul Ferrell’s 8 “Lazy Portfolios” – and analyze the ever-evolving investment landscape for new higher-return, lower-risk alternatives. 3 of our ...

Morningstar’s Christine Benz put together a series of investment portfolio examples that both retirees and savers can refer to as they build their own portfolios. The goal of these portfolios isn’t to ...

Risk-parity portfolios weight asset classes by volatility, and use modest leverage to boost returns while keeping volatility manageable. This article will walk you through a simplified example of how ...

This year, the stock market is teaching new investors an important lesson, with many sectors losing value. Instead of hoping for the next big run-up, I will show you a diversified portfolio example ...