Low interest rates depress expected returns for both stock and bond investors.
This study finds evidence that bond managers' risk-adjusted gross-of-fee performance tends to persist.
A closer look at the merits of common arguments against index investing.
This strategy effectively targets firms that should have the capacity to raise their dividends in the future.
This ETF takes a novel approach to diversification.
Foreign stocks have an important role to play.
This high-yield bond ETF takes less risk than most of its peers.
These ETFs have potential to deliver attractive performance over the long term.
Concerns over the valuations of this fund's holdings are overblown.
This portfolio targets stocks of all sizes with attractive value, momentum, and quality characteristics.
A closer look at three approaches to boost income without loading up on the riskiest areas of the market.
This high-yield bond ETF uses forward-looking market information to keep risk in check.
Liquid alternatives can diversify risk, but most do little to improve traditional portfolios.
Small-cap index investing works, just don't do it with the Russell 2000.
Quality and value investment strategies often introduce ancillary sector bets, but it is probably prudent to constrain them.
This strategy aggressively pursues value and momentum stocks, while attempting to cut downside risk.
Bad performance tends to cluster.
There are other variables at work.
A recent Morningstar study found that high-conviction managers haven't outperformed their better-diversified counterparts.
Changes in market volatility may be helpful for timing exposure to momentum and low-volatility funds.
It's hard to succeed with tactical bets, but simple momentum and contrarian strategies show some promise for tactical allocation.
Silver-rated Fidelity U.S. Bond Index's tilt toward high-credit-quality issuers provides good downside protection.
This ETF uses offensive and defensive momentum signals for tactical asset allocation.
Set an appropriate asset allocation, build it with strong core funds, and stick with them for the long haul.
While share buybacks have a lot going for them, they aren't necessarily predictive of future performance.
Key takeaways from Daniel Kahneman's book, "Thinking Fast and Slow."
These factor strategies aren't groundbreaking, but they offer some incremental advantages over their peers.
It's hard to beat the market, but that's not necessary for investment success.
Invesco S&P 500 Quality ETF should shine in tough market environments.
There's some evidence that factor timing might yield a small benefit, but it's far from conclusive.
This ETF delivers a high yield, while screening out the most-volatile dividend-payers.
The more concentrated a portfolio is, the greater the risk of missing out on the market's biggest winners and underperforming.