Amy C. Arnott of Morningstar If you’ve chosen a target asset allocation—the mix of stocks, bonds, and cash in your portfolio— ...

If you’re a do-it-yourself investor aiming to build a “no babysitter required” portfolio, here are the key steps to take. Step 1: Find your portfolio’s true north Give due consideration to your asset ...

A Roth IRA is a tax-advantaged retirement account many people use to build long-term savings, but its rules and benefits can ...

Susan Dziubinski: Hi, I’m Susan Dziubinski with Morningstar. Many investors make portfolio adjustments, including rebalancing, as the year winds down. Joining me to discuss how to rebalance as we head ...

Every spring, calculating eyes turn to full closets. Those same eyes should be turning to investment portfolios for an annual "spring clean." "I regularly clean out my closet, especially at the start ...

Worried about a bubble? Innovator capital has 160 ETFs designed to let you ride the bull market with your seat belt securely ...

As we enter a period of nearly certain economic volatility, many investors are growing concerned about the durability of their portfolios and looking for ways to batten down the hatches in advance of ...

Precious metals deserve a spot in any balanced portfolio. As a hedge against the possibility of rampant inflation or currency debasement, it's hard to find a better asset class. If you're looking to ...

The year 2024 was a strong one for the U.S. stock market. The S&P 500, one of the most widely followed broad stock market indexes, posted a gain of over 23%. This was on the heels of a 24.2% rise in ...

Holding a bunch of stocks from the same sector doesn’t mean you’re diversified. In fact, it could make your portfolio more vulnerable. Small positions (2% of your portfolio) don’t move the needle, but ...