Investing regularly into an S&P 500 index fund can be an excellent, low-risk way to build your portfolio's balance over the ...

If you’d like to do a thorough review of your portfolio and plan, here are the key steps to take. I recommend doing them over ...

If you’ve taken the time to decide on a target asset allocation—the mix of stocks, bonds, and cash in your portfolio—you’re probably ahead of many investors. But there’s a catch. Unless you’re ...

Holding too many mutual funds doesn't mean better diversification, it often means investing in the same stocks through ...

Usually, I do not write many articles covering my entire portfolio, or at least not on a very frequent basis. That's due to a number of reasons, including the fact that I'm somewhat unorthodox when it ...

Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...

Investors looking for dividend income will appreciate SPDR Portfolio S&P 500 High Dividend ETF, but you need to understand what it does before you buy it. Most investors don't consider dividends when ...

Unfortunately, you can't time the market on required minimum distributions (RMDs). RMDs are calculated based on two factors: the value of your portfolio and your age, both as measured at the end of ...

There are about 45 stocks in my portfolio, but there are some I have far more money in than others. SoFi is my largest investment as we head into 2026 thanks to stellar stock performance over the past ...