Many of my high net worth clients wonder how to invest in crazy, unpredictable markets that seem impossible to comprehend. They especially want to make the ride to wealth creation a smooth, steady ...

Morningstar’s Christine Benz put together a series of investment portfolio examples that both retirees and savers can refer to as they build their own portfolios. The goal of these portfolios isn’t to ...

Six years after our original article, we reinvestigate Paul Ferrell’s 8 “Lazy Portfolios” – and analyze the ever-evolving investment landscape for new higher-return, lower-risk alternatives. 3 of our ...

Risk-parity portfolios weight asset classes by volatility, and use modest leverage to boost returns while keeping volatility manageable. This article will walk you through a simplified example of how ...

This year, the stock market is teaching new investors an important lesson, with many sectors losing value. Instead of hoping for the next big run-up, I will show you a diversified portfolio example ...