Both sample portfolios have comparable 10-yr Sharpe ratios and similar correlation with inflation but significantly different expected returns and risk characteristics. Due to this, each sample ...

Though President Donald Trump's tariff agenda has been a point of contention, most agree that the new policies have introduced uncertainty into the global economy. Even with the 90-day pause in ...

IDMO momentum ETF offers unique ex-US exposure with strong financial weighting and competitive returns. Read here for an ...

Number of years left before retirement is an important factor to consider when planning investments, as it determines what is the best strategy to compound wealth. Young investors should focus on ...

As more employers offer customized portfolio advice, 401(k) owners may be asking, “Am I really all that different?” Paralyzed by arguably too many choices (or not enough good choices), 401(k) owners ...

As 2018 takes shape, the time has come for an update on my Starter Portfolios. OK, so here's how this works... I'm going to show you three portfolios -- each of which could easily be started with as ...

The perception that concentrated investment managers are riskier or more volatile than a diversified index is slowly changing. Despite academic research that dates back several decades, concentrated ...

Paralyzed by arguably too many choices (or not enough good choices), 401(k) owners increasingly say they want more than just a lineup of investments. They want someone to put together a portfolio just ...