Fixed-income investments are still necessary, but with tight credit spreads right now, obtaining extra yield carries heavy risks, says Zebra Capital chairman Roger Ibbotson .
Equity investors looking for higher returns should consider low-volatility, less liquid stocks, which outperform their higher-risk peers over the long term, says Zebra Capital chairman Roger Ibbotson .
Ahead of Portfolio Makeover Week, Morningstar's Christine Benz offers tips to alleviate common concerns over retirement readiness, inflation, allocation, and more.
Morningstar's Christine Benz shows you how to uncover portfolio strengths and weaknesses, determine the impact of market movements on your asset mix, and more.
Investors unnecessarily move between asset classes at the wrong time, effectively upending their portfolios' ideal allocations, says Morningstar's John Rekenthaler.
Retirement-plan investing patterns have moved closer to what experts say are ideal asset allocations, but pre-retirees remain more inactive than they should be, says Vanguard's John Ameriks.
Strategy changes, poor stewardship, and asset bloat are among the many possible red flags that shareholders of actively managed funds should recognize to know whether to sell or stay invested.
St. Louis Fed economist Kevin Kliesen weighs the tailwinds of consumer spending, a housing recovery, and corporate cash hoards against the headwinds of increased payroll taxes and slowing income growth.
Vanguard's John Ameriks says annuities carry much value, but real-world issues and other disincentives make the products undesirable for many retirees.
Technological and industrial innovation are laying the foundation for a surge in growth in the United States, according to University of Chicago professor emeritus Marvin Zonis.