These seven equal weight ETFs offer a more balanced approach to superior performance.

However, the 60/40 portfolio has faced some challenges recently. In 2022, many of these portfolios lost over 15% of their value. This has led some to question whether the 60/40 mi ...

As a general statement, if you believe in the U.S. economy and government, the 60/40 allocation should work well for most ...

Over the last year, the forward P/E ratios have moved up for the Morningstar US Stock Market Index, but because interest ...

When it comes to investing, one of the key principles that financial advisors and experts emphasize is the importance of asset allocation. Asset allocation refers to how an investor divides their ...

Morningstar research reveals what's holding some advisors back, and which providers are leading the way in responding.

Ray Dalio's portfolio fascinates investors worldwide. As founder of Bridgewater Associates, the world's largest hedge fund, he has accumulated immense personal wealth. Dalio's unique strategies ...

Emotional decisions and decisions swayed by various biases can cause investors to take action when they shouldn’t, or to hold ...

Portfolio diversification is just the beginning. Once you're ready for more advanced investing strategy, consider these important approaches, techniques, and tools to take your investments to the next ...

In India, there are three types of government Budgets based on fiscal estimates: balanced, surplus, and deficit. A balanced Budget ensures fiscal discipline by preventing reckless spending and ...

Discover how one financial writer achieved retirement success by designing a high-yield income portfolio, outperforming traditional index funds. Read what investors need to know.

As an example, tech companies account for 16. ... and it does not have a compelling investment thesis. CGBL's balanced portfolio might be of interest to some investors, especially those seeking ...