What are your thoughts about diversifying into ex-US assets at this time? Benz: The “at this time” is a pivotal aspect of this question. If you are deciding to add to ex-US, you probably haven’t timed ...

Balance risk and stability by diversifying across sectors, regions and asset types. Reassess and rebalance your portfolio regularly to stay aligned with your strategy. Your investment approach should ...

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 ...

Margaret Giles: Hi, I’m Margaret Giles from Morningstar. Recent market developments have fueled concerns around inflation and potential recession, and elevated long-term Treasury yields have followed ...

Investing in industry leaders with strong growth prospects is a great way to start your portfolio. These three stocks below meet the criteria and offer slightly different benefits to investors. 10 ...

Building a portfolio capable of earning strong returns over long periods is not easy, but there are some basic principles we can try to follow to simplify the task. One is to start with companies that ...