Discover top strategies to boost investment returns with six proven tips on equities, diversification, and cost management to ...

Investors are optimists. Buying a public company’s shares today is a hopeful act that those shares will be more valuable in the future. A big challenge is holding onto that conviction during highly ...

Note: This video is one of several interviews that Morningstar director of personal finance Christine Benz had with Vanguard officials at this year's Bogleheads event. See all of the interviews here.

Modern portfolio theory is designed to optimize return for a given level of variance across a spectrum of investment opportunities. The ability to monitor and optimize a portfolio gives rise to the ...

The Adaptive Asset Allocation (AAA) portfolio combines two different tactical approaches (momentum and minimum variance) into one algorithm. The intention of this portfolio recipe is to optimize ...

Blindly holding a 50/50-stock/bond portfolio doesn’t work anymore. Volatility demands risk mitigation, and the 40-year bond rally has no more room to run. Forget what was normal before. Risk ...

Modern Portfolio Theory, or MPT, is about maximizing the return investors could get in their investment portfolio considering the risk involved in the investments. If you have a financial planner, or ...

Before shifting into further discussion about whether these historical numbers provide the most appropriate assumptions for future market performance, it is worth understanding how to choose an asset ...

The success of a client’s retirement portfolio can be defined as follows: remains solvent while providing the needed annual income for the rest of the client’s life. Toward that end, every client ...

This article addresses what is commonly called sequence risk, but that term is inadequate. The topic could just as well be called “sequence opportunity.” The point is that sometimes the order in which ...

Discover what ex-post means in finance, how it is calculated, and how it differs from ex-ante. Use historical data to better ...