It's almost 2026, and soon you'll be receiving your year-end statements for all your investment accounts. You'll also hear a ...

Click the three-dot button next to " Basic Portfolio, " then " Duplicate Portfolio " (not shown). This way, you can ...

If your personal portfolio is in a bear market (defined as a 20% decline from peak levels) right now, do know that you're not alone. And while the stock market (think the S&P 500 and Nasdaq 100) has ...

I just finished my year-end portfolio review and have some cash to put to work. I thought I'd share my picks with you. Persistent inflation, high valuations, and uncertain political and rate dynamics ...

Review allocations, revisit risk appetite, rotate to quality, use debt strategically, strengthen global diversification, and ...

Experts agree that diversification is the best way to protect the overall value of your portfolio. By including a mix of ...

Recent events underscore why conservative investors shouldn’t just be holding bonds—they should also hold some cash. Some of the consternation about bond-price movements recently could be nicely ...

The key benefit of investment diversification is risk reduction. Treasury bonds have historically been quite solid diversifiers for US equity exposure. Cash has also looked really good. It’s possible ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. Emerging markets have underperformed in recent years, but some analysts ...

For 60+ year old investors, a 70% equities / 25% bonds / 5% cash mix balances growth, income, and downside protection. Focus on VOO, VTI, QQQ (40%), income ETFs like SCHD, VIG (20%), plus 10% each in ...

Forbes contributors publish independent expert analyses and insights. Cicely Jones simplifies financial concepts for young professionals. Last week, I spoke with an investor who said, “I heard you’re ...

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