Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...

Exchange-traded funds, or ETFs, have become one of the most popular investment products in recent decades. They can provide access to a diversified portfolio at low costs through a single investment ...

Investments are at the whims of the market, which can fluctuate every day. While you can’t base the performance of your portfolio on what it’s doing in any given month, Quevedo still likes to check it ...

Morningstar managing director Jeff Ptak conducted research that looked at what would happen if the holdings in large-cap equity mutual fund portfolios were frozen in time, with no further changes over ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. The hardest part of investing for retirement is budgeting ample ...

It is worth highlighting that the portfolio allocations and the amounts in $ are not rounded up, since I am aiming to reflect the exact current allocation of this dividend portfolio. The better the ...